Episode #186

20/20 Money Episode #186 – Celebrating diversification, the role of fixed income, portfolio distributions in retirement, and investing in challenging markets with Eric Nelson, CFA

May 31, 2022

Welcome to this episode of 20/20 Money! My guest on today’s show is Eric Nelson (@servowealth on Twitter). Eric joins us back on the show to talk through being an investor in a choppy market, as we’re recording this as the major markets are knocking on the door of a bear market, which is when markets decline 20% from their previous highs. We talk about celebrating diversification, the role of fixed income in the current interest rate environment, portfolio distributions in retirement, and investing in challenging markets when you haven’t taken action on your portfolio in a long time.

As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our newsletter and you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions or check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars.

And with that introduction, I hope you enjoy my conversation with Eric Nelson.

Episode Transcript

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