Chris Alberta is an acclaimed financial strategist, lecturer, and President of Principium Tactical Wealth Management. As your host on Guarding The Harvest, Chris illuminates listeners with the insider scoop on what retirees should expect, what they should avoid, and what tools are available to them to make the best financial decisions possible.
Tune in to learn perspectives on important topics such as: market myths, utilizing annuities, when to draw social security, avoiding tax implications, buyouts vs. pensions, distributing retirement accounts, facts about IRAs, beneficiary prep, and Medicare information.
As a seasoned expert and pioneer in his field, Chris Alberta's voice is one to be heard.
Chris explains the tools he uses in his office to analyze the potential pitfalls and compare an individual's risk tolerance with their actual holdings. He looks at the economy and talks about where the long-lasting damage may lie and reassures that there is an underlying opportunity in the market lows. In addition, he warns about preparing for changes in RMD's and Medicare in 2020 with the upcoming election.
2 Nov 2020
Financial Landscape During Covid-19
Assessing the changes in market behavior during the pandemic. "Bomb shelter planning" what happens when fear, panic, and uncertainty drives the market. What retirees can do to make sure they can insulate their portfolio for the "long term game" - fill your financial plan with shelf-stable products.
2 Nov 2020
Discipline Always, Politics Never
In this episode, Learn how to evaluate and gauge political fears during retirement as Chris and Frank discuss the mathematical merits of using low-risk investment mechanisms to grow wealth at a slow and steady pace.
2 Nov 2020
We're Gonna Need A Bigger Boat
Head into 2020 with advice you can use to guard and grow your nest egg. This week, Frank and Chris cover new legislation you should know about, with tips on how you can use it to your advantage.
2 Nov 2020
Uprooting Retirement Unknowns
This episode touches on the debacle of Long Term Care insurance concerns, clarifies our position on the merit of annuity work, and reviews some of the popular misconceptions about the Medicare annual enrollment period.
2 Nov 2020
When A Drought Comes
This episode deals with some recent market concerns, as well as dealing with retirement accounts after the death of a spouse. Also, we spend some time on the progress that Medicare Advantage programs have made in the Michigan market.
2 Nov 2020
Rules of the Harvest
In this episode, we have a candid discussion about the importance of protecting income during unstable times, the benefits and pitfalls of Roth conversions, and touch on several questions from Michigan retirees about their money and retirement concerns.
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