Fred Saide discusses the critical aspects of financial planning, emphasizing the importance of understanding risk capacity over risk tolerance, the necessity of diversification, and the value of scenario planning in navigating market volatility and economic uncertainty. He also addresses the implications of political decisions on financial strategies and offers insights on preparing for potential recessions. The discussion highlights the need for individuals to be informed and proactive in their financial planning, especially as they approach Retirement.
Reach Fred at 800-593-8188.
Money Matters USA
www.moneymattersusa.net
www.wealthensure.com
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Dr. Saide is a frequent speaker and published newspaper columnist on subjects including Social Security, IRA, 401k’s, retirement plans, strategic (income) tax planning, estate planning with retirement assets. He is a successful podcaster MoneyMattersUSA® with Fred Saide and previously hosted a weekly radio program. His expertise has been well sought after, as he has been published in USA Today and Gannett Media. He has authored several e-books and “white apers” on financial and retirement topics. Additionally, he has been interviewed by many financial publications, TV and cable, and has ghost written for multiple financial websites.
After graduating from Duke University, where Dr. Saide earned his Ph.D., MA, MBA, and his BA from Adelphi University, he went on to earn certificates for studies at Purdue University, The American College of Financial Services, MIT Age Labs, Penn_Wharton.
