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Episode 37: “Safe” Mutual Fund

Dec 16, 2019

This week, Nate discusses a “Safe Mutual Fund”. He will take a look at the #1 and #2 fear of retirees and how to transfer risk with retirement.

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

  • #1 and #2 Fear of Retirees
  • Long Term Care Strategies
  • Fixed Indexed Annuity
  • Lifetime Income Stream
The term “safer mutual fund” is not an actual investment product and is only used as a hypothetical example for this podcast and should not serve as the basis for any financial decision



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