OpenLine – Retirement Investing 101: Diversification, Bonds, and Tax Tips (December 2024)

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In this episode of OpenLine, Paul Winkler discusses practical strategies for retirement planning and investing. He explains why diversification matters, how to avoid common mistakes like chasing past performance, and how to think about market trends without trying to time them. Paul also discusses bond allocation, tax considerations, fiduciary standards, and a cautious view on cryptocurrency.

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Preparing for retirement involves analyzing your assets, income, and expenses, but it also includes knowing your risks and knowing how to relax.

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