Finally, the sixth risk involves the overall economic environment and market conditions. As retirees assess their financial positions, they must consider whether the market is undervalued, fairly priced, or overvalued. This assessment can influence investment decisions and the timing of withdrawals, as well as the need to rebalance portfolios to mitigate risk.
In conclusion, building a dependable retirement plan requires a concerted effort characterized by careful planning, risk assessment, and ongoing management. As highlighted in the podcast discussion, the importance of laying a solid foundation cannot be overstated. By proactively addressing potential risks and aligning financial strategies with personal goals, individuals can create a retirement plan that not only withstands the test of time but also provides peace of mind. Retirement should be a time of enjoyment and fulfillment, and with the right planning, it can be a reality for everyone.
Jordan shared: “I help retirees build a clear retirement plan, manage their wealth wisely, reduce taxes, secure reliable income, and create a lasting legacy for their families.”
About Jordan Mangaliman
Jordan is a second-generation Fiduciary Retirement Advisor and has dedicated the last 15 years to educating his clients on how to build and protect the assets they have worked so hard to accumulate. His family has now been serving clients for over 45 years and has helped over 1,200 families across the nation, spanning from Hawaii to New York. His diverse base of clients entrust him with their financial well-being, and he proudly owns a record free of any consumer complaints. This is a direct result of the core values at GoldLine Wealth Management. This expansive industry experience has allowed their team to provide sound advice to their clients during both bull and bear / recession markets.
He earned his Bachelor’s Degree in Finance at UC Riverside. Personal finance, market trends, investment strategy, and wealth preservation is what drives Jordan’s hunger for knowledge which he shares with his clients and incorporates regularly into his practice. Jordan’s family has been a pioneer in the Christian-Catholic Ministries in Los Angeles for over 35 years. At a young age he was involved with his church’s ministry which planted the seed for his leadership positions today.
“As a Fiduciary Advisor, our clients trust us because we have a track record of putting their needs first at all times. My job is to foster a relationship of trust, both legally and ethically. Our expansive industry knowledge, experience during up and down markets, research, and world-class service is what forges our lifelong relationships with our clients. Our tenets of full transparency and a high level of communication are the pillars of trust that we build with our clients and the multitude of financial institutions we work with. Many of our clients have become like family and we could not be more grateful for them.”
Learn more: https://goldlinewealthmanagement.com/
Recent News and Interviews
- Jordan Mangaliman discussed the Transition into Retirement https://authoritypresswire.com/jordan-mangaliman-fiduciary-retirement-advisor-founder-of-goldline-wealth-management-at-the-influential-entrepreneurs-podcast-discussing-the-transition-into-retirement/
