Financial Advisors

Managing Risk and Preparing for Retirement with Options-based Portfolios

Published

In this episode of Queue and A, Tyrone Ross sits down with Jon Burckett-St. Laurent to talk all things options-based portfolios, managing portfolio risk, and helping choose right retirement plans for your clients. The key to success? Diversification. The two also discuss when it's appropriate to tap into your 401k, when to withdraw and at what rate, as well as the risk associated with investing for the future.

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