Defense Wins Retirement: How to Shift Your Strategy from Growth to Income

Presented by Meld University

Kyle Whittington, CFP®
Meld Financial

You’ve spent your entire life saving for retirement. The final few years before retirement and the first few years of retirement are critical when it comes to understanding how to position your assets to avoid an unexpected impact from the stock market.

Join us as we illustrate the importance of shifting from offense to defense and learn how to understand your personal investment allocation needs. Speaker, Kyle Whittington, CFP®, President of Meld Financial, guides you through valuable information that can help you shift to defense when the time is right.

Join us for our next live Meld University Event:

Medicare Planning: What You Need to Know to Manage Costs and Avoid Late Filing Penalties presented by Pat Burris, CFP®. The webinar will be held on October 12th at 3:00 PM Central Time. There is no cost to attend, but you must register in advance.

Articles from the School of Financial Wellness:

Weekly Economic Update presented by Meld University
Weekly Economic Update

School of Financial Wellness

FOMC members update projections. EIA reports first ever energy trade surplus. China’s Evergrande problem continues.

A twenty-dollar bill has the number 20 scratched out in red and replaced with a 19 to indicate the loss of purchasing power associated with inflation.
How Inflation Impacts Your Retirement Plan

School of Financial Wellness

Rising prices can impact the amount of income you need in retirement, but planning properly can help ease the burden of inflation.

Image of an employment status form, with the box for retirement checked and the words enjoying life written in the occupation box.
Money Management During Retirement

School of Financial Wellness

Money management during retirement can be quite different, and proper planning is critical to making the most of your savings.

Why Meld Financial?

Meld Financial, Inc. is an independent wealth management firm located in Birmingham, AL.

We specialize in financial planning, investment management, employee benefits and executive benefits for individuals, families, trusts, foundations and institutions.

We provide independent and objective services melded with customer-driven financial goals.

Mark McGarvey - Chairman - Meld Financial

“We will always recommend the same course of action we would choose for ourselves, given the same circumstances.”

-Mark McGarvey, Chairman