Smart Wealth: Navigating Your Financial Future

Ep 29 Reasons to De-Risk Your Portfolio

Smarth Wealth- Navigating Your Financial Future with Brett Cranson & Omari Whyte Season 1 Episode 29

Have you ever found yourself lying awake at night, worrying about the ups and downs of the stock market and how they might impact your hard-earned savings? 

Today’s episode, we dive into the vital topic of de-risking your investment portfolio. We break down what de-risking means, why it's crucial for both new and seasoned investors, and share practical strategies to help you protect your investments against market volatility. If you've ever felt anxious about market swings or wondered how to shield your savings from potential losses, this episode is packed with insights to help you navigate your financial future with greater confidence. 

Episode Highlights: 

  •  Understanding De-Risking 
  •  Practical Tips and Strategies 
  •  Key Benefits of De-Risking 
  • Personal Circumstances and De-Risking 
  •  Ongoing Portfolio Management 

Stay Connected with Smart Wealth Podcast Hosts:  

Brett Cranson: www.linkedin.com/in/brettcranson/  

Omari Whyte: www.linkedin.com/in/omari-whyte/ 

 

LinkedIn Brett Cranson: linkedin.com/in/brettcranson

LinkedIn Omari Whyte: linkedin.com/in/omari-whyte

For business inquiries, please head over to

https://www.uptownwealthmanagement.com
https://www.familyfirstadvisors.ca

email:

brett.cranson@ipcsecurities.com

omari.whyte@familyfirstadvisors.ca

Brett Cranson & Omari Whyte have been helping Canadians with their Financial, Retirement and Estate Planning since 2003. Our office is based in Toronto, ON, Canada - but help Canadians Coast to Coast.