The Holistic Retirement Podcast

Portfolio Disasters

March 18, 2021

There are a number of unexpected events that can take a real toll on your portfolio. Richard helps highlight a few of those events and how you can better prepare for them before they happen.

Show Notes:

Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3

Website: http://carolinaretirementresources.com/

Phone: 800-646-5996

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Investing

Retirement insights from Richard Pucciarelli of Charlotte, NC. This show taps into Richard’s unique experiences in both the financial and medical sectors to merge the worlds of health & wealth. The goal is to provide you with thought provoking advice and helpful guidance, so you can lead a holistic retirement.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Carolina Retirement Resources are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

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The Holistic Retirement Podcast

Portfolio Disasters

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The Holistic Retirement Podcast

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