1 rich Libsyn https://www.libsyn.com 90 600 Our Cornerstone Retirement Blueprint Process is focused around 5 key pillars of retirement planning designed to help our clients achieve the retirement they have always dreamed of. On this episode, we’ll explain the second pillar in our process: investment planning. What can you do with the remaining assets after your income plan is in place? Show Notes, Contact &amp;amp; Resources: https://www.cornerstonevegas.com/cornerstone-retirement-podcast/ Timestamps: 1:36 – Once the income plan is established, what do we do with leftover funds? 2:39 – The income plan revolves around&amp;nbsp; 3:22 – Finding tax efficiencies 4:42 – Benefits of a REIT 6:35 – How the Tax Reform Act helps even more. 8:40 – The other asset classes we utilize with clients.&amp;nbsp; &amp;nbsp; 10:35 – Structured notes issued by a-rated banks. 11:51 – There’s 10 to 11 asset classes we’ll balance in a portfolio. Here’s how we come up with that formula. &amp;nbsp; 14:26 – A lot of people don’t know what kind of risk they’re taking on in their investments. &amp;nbsp; 15:28 – Another software program we utilize 18:20 – Investors are concerned about fees and we try to design portfolios with that in mind. 19:48 – What we mean by ‘dry powder.’ 22:13 – Why active management can be a big benefit. &amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp; 23:01 – An example of a client we helped with investment planning during the COVID pandemic. Cornerstone Retirement Blueprint Podcast http://cornerstoneretirement.libsyn.com/website <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/14988413/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/9fcb3a/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/item/14988413