Investing After Retirement: Hit the Gas or Hit the Brakes?

By Ronald Pechtimaldjian | September 12, 2018 at 04:19 PM

Marguerita Cheng, CEO of Blue Ocean Global Wealth, weighs in on retirement income vs. assets; buying annuities; Social Security; and the situational benefits of reverse mortgages--yes, reverse mortgages.

In Episode 5 of the ThinkLeader podcast series, The Strategy Inside Investing Strategies, we talk with Marguerita Cheng, CEO of Blue Ocean Global Wealth, about retirement, covering: income vs. assets; investing in annuities; claiming Social Security; retirement investment philosophy; and the situational benefits of reverse mortgages–yes, reverse mortgages.

Episode 4: Investing View From the Advisory Frontlines: A Talk With Advisors, Part II

Episode 4: Investing View From the Advisory Frontlines: A Talk With Advisors, Part I

Episode 3: Is the New Normal Now the Old Normal? Retooling Fixed Income Portfolios

Episode 2: What Keeps Advisors Up at Night in Global Mid-Cap Investing?

Episode 1: Are Mid-Caps the Goldilocks of Investing?

Check out ThinkLeader podcasts on iTunes.

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