Tag: Investing

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Demystifying Portfolio Construction: Understanding the Jargon (Ep. 14)

Demystifying Portfolio Construction: Understanding the Jargon (Ep. 14)

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Investing inevitably entails risk, but having the knowledge of how to handle and mitigate that risk can significantly impact your success.

Our latest episode features Jeremy Deering, an accomplished portfolio director, who provides a comprehensive understanding of risk management in investing and offers valuable insights on effectively navigating it.

In this episode, Jeremy shares his expertise on managing risk within a portfolio, explains the concept of diversification, and provides crucial information on the price-to-earnings ratio and other related topics.

In this episode, Jeremy covers a variety of important topics, including:

  • The individualized nature of risk and how to comprehend its meaning
  • The two primary risks that often arise in discussions between investors and advisors, and how to manage them effectively
  • Effective communication with your advisor regarding risk and portfolio construction
  • Constructing a well-suited retirement portfolio
  • The importance of portfolio diversification
  • And much more invaluable information!

Resources:

 Connect with Brett Ramsey:

Connect with Jeremy: 

About our Guest: 

Jeremy Deering is an experienced Portfolio Director with a strong background in the investment management industry. He has a proven track record of success in the areas of Asset Management, Portfolio Construction, and Institutional Sales/Marketing.

Jeremy is highly skilled in developing and managing portfolios, as well as identifying and analyzing investment opportunities. Additionally, He has a strong understanding of the institutional sales and marketing process, which enables him to effectively communicate investment strategies and recommendations to clients.

Jeremy is a graduate of Baker University, where he received a comprehensive education in business and finance. With a keen eye for detail and a commitment to excellence, Jeremy is a results-oriented professional who is dedicated to delivering exceptional value to clients.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

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Securing Your Golden Years: Navigating Retirement Income with Confidence (Ep. 8)

Securing Your Golden Years: Navigating Retirement Income with Confidence (Ep. 8)

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Are you worried about having enough income to live comfortably in retirement? You’re not alone. 

But what if you had access to a platform that could empower you to make better-informed decisions around social security and create a customized, time-segmented income plan that can be easily managed throughout retirement? 

Join Sheryl O’Connor and Phil Lubinski, experts in the retirement marketplace, as they unveil IncomeConductor®, a revolutionary platform that helps retirees and advisors plan for the future with confidence. Don’t miss this opportunity to take control of your retirement income and secure your financial future.

In this episode, Phil and Sheryl dive into:

  • The game-changing power of IncomeConductor® – the revolutionary platform for customized, time-segmented income plans for retirees
  • Social security claiming strategy assistance with IncomeConductor®
  • Traditional retirement planning methods have long relied on the “plan till your 9s” approach, but why this is not always the best idea
  • How Artisan Wealth Strategies incorporates IncomeConductor® for client’s retirement plan
  • And that’s not all! 

Resources

 Connect with Brett Ramsey:

About Sheryl O’Connor:

Sheryl is a senior executive with over 25 years of experience in financial services and technology innovation. A demonstrated leader and entrepreneur with a proven track record and results, Sheryl is skilled at building large enterprise program teams across global business and technology sectors as well as small, agile teams at start-ups. She has spent the last 13 years delivering business value to financial firms and advisors through innovative programs and technology and is a noted speaker and panel member at various industry and association events.

Currently, Sherly is the Co-Founder of IncomeConductor (WealthConductor LLC) which provides a complete program to financial advisors who wish to capture the exploding opportunities in the distribution marketplace, including a platform of support services and an award-winning SaaS technology, IncomeConductor®.

Connect with Sherly: LinkedIn: Sheryl O’Connor 

About Phil Lubinski: 

Phil has spent over 30 years as a financial advisor, serving almost exclusively retirement income planning clients. He has trained thousands of advisors from around the country on his time-segmented retirement income strategy.

Phil has co-developed several fintech systems designed to help advisors create income plans for their clients. After successfully transitioning his practice, he helped co-found WealthConductor LLC with the intention of creating IncomeConductor, the best-in-class time-segmented income software. Phil contributes his financial planning and retirement income expertise to the software design as well as the training and case consultation services.

Connect with Phil: LinkedIn: Phil Lubinski  

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