{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Ep 3: The Five Pillars \u2013 Investment Planning","description":"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\u2019ll 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 \u2013 Once the income plan is established, what do we do with leftover funds? 2:39 \u2013 The income plan revolves around&amp;nbsp; 3:22 \u2013 Finding tax efficiencies 4:42 \u2013 Benefits of a REIT 6:35 \u2013 How the Tax Reform Act helps even more. 8:40 \u2013 The other asset classes we utilize with clients.&amp;nbsp; &amp;nbsp; 10:35 \u2013 Structured notes issued by a-rated banks. 11:51 \u2013 There\u2019s 10 to 11 asset classes we\u2019ll balance in a portfolio. Here\u2019s how we come up with that formula. &amp;nbsp; 14:26 \u2013 A lot of people don\u2019t know what kind of risk they\u2019re taking on in their investments. &amp;nbsp; 15:28 \u2013 Another software program we utilize 18:20 \u2013 Investors are concerned about fees and we try to design portfolios with that in mind. 19:48 \u2013 What we mean by \u2018dry powder.\u2019 22:13 \u2013 Why active management can be a big benefit. &amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp;&amp;nbsp; 23:01 \u2013 An example of a client we helped with investment planning during the COVID pandemic. ","author_name":"Cornerstone Retirement Blueprint Podcast","author_url":"http:\/\/cornerstoneretirement.libsyn.com\/website","html":"<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>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/14988413"}