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 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 February 22nd from 3:00 PM – 4:00 PM Central Time. There is no cost to attend, but you must register in advance.

Click here for more details.

Articles from the School of Financial Wellness:

Weekly Economic Update presented by Meld University
Weekly Economic Update

School of Financial Wellness

China cut rates and urged the U.S. to keep rates low. Existing home sales reached a 15-year high. Jobless claims rose.

Key Financial Data 2022 - Meld Financial
Key Financial Data 2022

School of Financial Wellness

Our handy reference guide of 2022 financial data and information related to exemptions, deductions, tax brackets, Social Security, Medicare and more.

A shopping cart overflowing with coins indicating rising cost due to inflation.
What is Inflation?

School of Financial Wellness

Inflation is an important concern for any retirement plan because it can erode purchasing power and impact investment returns.

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