A cartoon rollercoaster called The Stock Market makes for a ride that is up, down and dangerous.

Episode 29: Avoiding a Roller Coaster Retirement

Dec 30, 2022

In this episode, Eric and Katie discuss how having a plan can help manage market volatility, rising inflation and keep your emotions in check.

Here are just a handful of the things that we'll discuss:

  • How to identify your financial goals and develop a financial plan designed to help you reach those goals
  • What investment changes should be made in your portfolio due to rising interest rates
  • Why your current asset allocation strategy may no longer be appropriate for facing today’s economic challenges


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