Portfolio Rebalancing in a Changing World

Published: July 22, 2022, 11:30 p.m.

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Soon-to-be retirees and retirees are the most vulnerable in this new era of higher inflation, interest rates, volatile markets, and possible recession. What kinds of adjustments should they be making in their financial plans, investments, and even lifestyles?

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That demographic is one of the specialties of this week\\u2019s guest, an award-winning financial planner. He is Mark Cortazzo, Senior Vice President and Financial Advisor with the Wealth Enhancement Group, an independent financial planning firm.

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Cortazzo has received numerous awards and accolades during his 30-year investment advisor career. We are delighted that he has been a frequent WEALTHTRACK guest since our 2005 inception.

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Over that time, we have discussed preparing for the increasing incidents of \\u201cblack swan\\u201d events like the global financial crisis, pandemics, lockdowns, and wars. We\\u2019ve talked about alternative income strategies, transferring equity risk, and how timing can dramatically change retirement outcomes. We will cover those topics and more in this week\\u2019s interview.

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WEALTHTRACK Episode 1902 was broadcast on July 22, 2022

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More Info: https://wealthtrack.com/this-new-era-calls-for-a-complete-financial-reassessment-says-award-winning-advisor-mark-cortazzo/

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