What if your retirement plan is built on outdated assumptions? In this episode of New Perspective Financial Radio, advisors Rick Hoskins and Lisa Kim challenge the overreliance on tech-heavy portfolios and explore how to build a resilient retirement strategy. From stress-testing your investments to planning for healthcare inflation and tax changes, they break down how to evolve your financial plan before it’s too late. Whether you're five years from retirement or already there, this conversation is your wake-up call to rethink what financial security really means.
Reach out to Tayvon Jackson and schedule a complimentary consultation with New Perspective Financial Solutions by visiting newperspectivefs.com. Tayvon Jackson, with extensive experience in financial planning and wealth management, is dedicated to helping individuals navigate their retirement journey with confidence.
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