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Showing posts with the label FinancialPlannerHouston

Retirement Planning: Should I Keep My Retirement Money In the Market While it's Crashing?

I'm retired, the stock markets are down, and I'm confused about my retirement planning . Should I pull out of the market? Did I time the market wrong? Will I lose my retirement income? In this video, Troy Sharpe discusses the best mindset to have when the markets are down and how to keep your retirement portfolio safe and sound! 00:36 Betty's Bad Luck 02:15 Long Story Short 03:00 Time IN The Market 04:00 Now is the Time for Fight not Flight! 05:29 Three Main Values 06:17 The Second Visit 07:33 Oak Harvest Financial Group 08:54 Bull Running To The Storm 10:00 Bull or the Buffalo? 11:00 Retirement Success Planning Process 11:40 Contact Us! Do you need a Retirement Success Plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or fill out this form for a free consultation: Disclaimer: This video discusses fixed-income investing and

401k Plan Review Guide from BayRock and Jim Munchbach, Certified Financial Planner in Houston

Hi, Jim Munchbach here with BayRock Financial. In this short video, I wanted to share our retirement plan Guide for anyone who has an Old 401(k), 403(b), or 457 Plan? The guide is for anyone with an old Company retirement plan that is not being looked after at this moment. You'll get some very helpful keys to take back control of your old 401(k), 403(b), or 457 plan. I'll help make it easy to bring your “zombie” plan back to life! You can start reading your FREE guide in the email below or just click on BayRock401k.com whenever you have a minute. Its Free. Its Fast. And most of all its Smart for anyone who has an old company retirement plan - 401(k), 403(b), or 457 plan. Before you start reading the guide, I want you to know that I’m 100% committed to providing the personal advice, guidance, and support you need to choose the option that’s best for you. If you have any questions or want like to speak with me personally, send me an email anytime at Jim@BayRoc