Attorney-CPA Joe Cordell and co-host Susan Arthur go through the intricacies of investing in your senior years. They go over general principles of investing that will affect how you invest and how investing will benefit you.
Joe talks about the necessity of giving responsibility to others, as well as the benefits of reading informational literature about investing, so that you can stay informed on the methodology of investing. He highlights how important it is for those who wish to do their own investing, to be diligent regarding it and anything that may affect its well-being.
Joe details the impact that death and aging have on your investment portfolio, how you go about the investment process, and what your investment goals may be. He talks about how your retirement date can factor into investing and how safety needs to be emphasized when it comes to investment methodology. Joe highlights how liquidity and flexibility are important components to a safe and reliable investment strategy.