How to Build a Diversified Retirement Plan

Matt Stevenson discusses the elements of building a diversified retirement plan.

Investments that may fluctuate in value depending on economic or market conditions, are considered “Risk Money”. Investments that offer protection and safety over time are considered “Safe Money”.

Understanding how either type of investment may fit within the scope of your own plan is essential to building a diversified retirement plan that you are comfortable with. Cost of investments, how to access funds in retirement, and “stress-testing” various market scenarios are also discussed in this video.


Our Channel “ ON THE MONEY“, is powered by Allied Wealth, Houston’s premier wealth management and financial planning firm. On the Money brings viewers educational, topic-driven, and real-life financial scenarios every week.

Topics we will be covering are Retirement and Financial Planning, Investment Selection, Retirement Income Planning, Taxes and Taxation during Retirement, Healthcare, Long Term Care, Legacy and Estate Planning, in addition to important Market and Economic changes impacting Retirement.

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With Allied Wealth, you will spend less time worrying and more time enjoying the life you’ve earned