Preview Mode Links will not work in preview mode

 

Welcome to ThinkAdvisor’s ThinkLeader podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We kick off these ThinkLeader podcasts with a six-part series called, The Strategy Inside Investing Strategies.  We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.

  1. All Episodes
  2. Investing After Retirement: Hit the Gas or Hit the Brakes?

Investing After Retirement: Hit the Gas or Hit the Brakes?

Sep 12, 2018

In Episode 5 of the ThinkLeader podcast series, The Strategy Inside Investing Strategies, we talk with Marguerita Cheng of Blue Ocean Global Wealth about retirement, covering: income vs. assets; claiming Social Security, annuities; and the situational benefits of reverse mortgages—yes, reverse mortgages.