Ep 108: Financial Planning During Market Loss with Dan Oaklief (Part 2)

Today we are excited to be back with Dan Oaklief, RICP®, CPFA, one of our experienced advisors at BA Schrock Financial Group. For the past three years, Dan has been hosting informative webinars to educate clients on taxes, retirement, and social security planning. In part two of this two-part episode, we’ll talk about the impact of the current market on retirement planning and touch on some financial spring-cleaning tips.

 

Here’s some of what you’ll learn in this episode:

• Some financial spring-cleaning tips from Dan. (1:29)
• Coming off a bad year in the market, will I still be able to retire? (6:57)
• Should I reduce my risks right now? (10:21)
• Retirement plans are personal, and retirement goals will look different from client to client. (14:42)

 

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