CAPitalize Your Income- Episode 36

Income in retirement – what a concept!  Actually, it’s more than a concept, it’s a vital part of life, whether you’re retired or not.  You won’t live a very good life without some kind of income.  The more predictable and stable that income, the better. 

As I said in my previous podcast, having and maintaining an income is a lot easier to do if you’ve got a process – a strategy – behind it.  This week, I’ll give you the details on that process, using actual (hypothetical) numbers to help illustrate how this income strategy works. 

Believe it or not, CAPitalizing your income may be as easy as drawing three boxes on a piece of paper.  Does that sound crazy?  It’s true!  Tune in to this week’s informative episode and find out more!  

Important Information:

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy will be profitable for a client’s or prospective client’s portfolio, thus, investments may result in a loss of principal. 

No client or prospective client should assume that the information presented serves as the receipt of, or a substitute for, personalized advice from CAPitalize Your Finances or from any other investment professional.

You should always seek counsel of the appropriate advisor prior to making any investment decision. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

Examples cited are hypothetical, are for illustrative purposes only, are not guaranteed and subject to potential federal and state law amendments. There is no guarantee that you will achieve the results discussed or illustrated.

Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name CAPitalize Your Finances, a separate entity from LPL Financial. LPL 1-05269601 (5/22​)

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