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Understanding Your Investments:
Middle Retirement is dedicated to helping people understand their investments, when to avoid market risk and how to reduce investment fees. As educators, they are passionate about sharing wisdom gained from 30 years in the stock market. In simple language, they help you and your group take control to maximize investments, protect against risk and insure a solid financial future.
Research shows that couples who talk about their finances have stronger, happier relationships, yet the majority avoid talking about money. Sharing years of investment knowledge, our coaches empower couples to understand their investments and review potential risks. Showing them how to establish a clear path for a healthy retirement together.
Reducing fees and avoiding risk means a strong bottom line. Speaking to business owners about innovative tax strategies, we share 30 plus years of investment and market knowledge to empower leaders to ensure financial health.
Middle Retirement tailors topics and discussion complexity to the audience's investment experience
Conference, Business and Group Speaking
Making a Plan for Retirement
Understanding how the Stock Market works
How to Read Financial Charts
How to understand investment risk
How to reduce investment fees
How to be your own Portfolio Manager
Why being a contrarian in the market works