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Investing with Intention – Navigating Market Risk in Retirement

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Manage episode 504027133 series 3686448
Content provided by Zynergy Retirement Planning. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Zynergy Retirement Planning or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Market dips feel different in retirement—because your money isn’t just growing anymore, it’s paying you. In this episode, Ryan Zacharczyk, CFP®, and Zane Belcak dive into how to invest with intention, not just for performance. Learn how to structure your portfolio into short-, mid-, and long-term “buckets,” why holding cash can protect you from panic, and how rebalancing keeps risk in check. Plus, discover the hidden threat of inflation and why purpose-driven investing creates confidence and clarity in retirement.

Subscribe to this podcast and follow Zynergy Retirement on Instagram, Facebook, and LinkedIn for more strategies to keep your retirement on course!

  continue reading

11 episodes

Artwork
iconShare
 
Manage episode 504027133 series 3686448
Content provided by Zynergy Retirement Planning. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Zynergy Retirement Planning or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Market dips feel different in retirement—because your money isn’t just growing anymore, it’s paying you. In this episode, Ryan Zacharczyk, CFP®, and Zane Belcak dive into how to invest with intention, not just for performance. Learn how to structure your portfolio into short-, mid-, and long-term “buckets,” why holding cash can protect you from panic, and how rebalancing keeps risk in check. Plus, discover the hidden threat of inflation and why purpose-driven investing creates confidence and clarity in retirement.

Subscribe to this podcast and follow Zynergy Retirement on Instagram, Facebook, and LinkedIn for more strategies to keep your retirement on course!

  continue reading

11 episodes

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