Importance of Interval Funds

In this episode of Advisors on Call, host Greg Ramirez discusses the impact of global tensions on retirement planning. He explains how geopolitical events, like the Iran crisis, can affect oil prices, market volatility, and inflation, making it crucial for retirees to review their strategy. Greg shares strategies to protect against sequence of returns risk, including diversification, alternative investments, and income for life. He also emphasizes the importance of having a financial buffer, tax planning, and regular reviews to ensure a secure retirement. With his 29 years of experience, Greg provides valuable insights and guidance for retirees navigating uncertain times.

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