Money Management and Unique Opportunities in the Covid-19 era

Posted on August 5, 2020
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Retirement Extender’s Wealth Manager and Managing Member Steve Margulin and the Wealth Advisor Team discuss using the Retirement Extender method to address the challenges and opportunities presented to investors during times like COVID-19.

Registered Client Services Manager Julie Franchini sits down with Retirement Extender’s Wealth Manager and Managing Member Steve Margulin and Wealth Advisors MJ Kawamoto and Mike Barnes to discuss the CARES act, & using the Retirement Extender method to protect money and take advantage of unique opportunities in retirement during times like COVID-19.

This on-demand webinar covers:

  • Summary of the New Cares Act
  • How to protect money in retirement during times like COVID-19
  • What is the Retirement Extender method?
  • How does it insulate my portfolio from the inevitable ups and downs of the market?
  • Should I reassess my risk tolerance?
  • What unique opportunities do investors have right now?
  • What can I learn from this going forward?
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