The Retirement Portfolio Checkup You Didn’t Know You Needed

You wouldn’t skip your doctor checkup... so why skip a retirement checkup?

Ever notice how conversations change as we get older? Aches, pains, and doctor visits tend to take center stage. Here’s another thing: your money needs a checkup too.

Just like your blood pressure or cholesterol, your retirement portfolio has vital signs—risk level, income plan, tax strategies, and inflation impact. Without regular review, hidden issues can arise and cause big problems later.

On Your Powerful Legacy TV, Kristina Ping explains how a simple “financial wellness checkup” can reveal gaps and help keep your retirement plan on track.

Don’t put it off. Schedule your complimentary retirement review by calling 859-785-1603 and find out exactly where you stand.


TIMESTAMPS

00:00 – Intro
01:27 – Calculating Your Financial Health
02:36 – The Value of a Second Opinion
06:37 – The Risk of Inflation
10:38 – Measuring Volatility in a Portfolio
12:30 – Taxes Impact Different Accounts Differently
15:11 – Risk Tolerance Quiz
21:01 – Health Care and Long-Term Care
26:51 – Outro

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DISCLOSURE:
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The content provided is for educational purposes only. Nothing on this channel constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.