Cover your bases and assemble the right team

How to make sure your retirement strategy is setup to handle all contingencies, and the right way to integrate outside expertise into your approach.

View transcript for cover your bases and assemble the right team 

Video overview

A lot goes into crafting a strategy that is both achievable- and robust enough to take you all the way through retirement. During this video, we talk about all of the issues you should consider to make sure you have fully covered your bases. We also explore the best way you can solicit outside advice when you need it - and how best to incorporate it into your approach.

What you'll learn:

  • How diversification can help stabilize your portfolio over time.
  • Tax implications of investing - and how to make the most of them.
  • Pacing withdrawals to optimize cashflow and tax considerations.
  • The limits of algorithms - and how you can balance automation with oversight.
  • How to build your team and craft your strategy.

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