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

Presented by Meld University

Speaker:
Kyle Whittington, CFP®
President
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 Events:

Articles from the School of Financial Wellness:

Weekly Economic Update presented by Meld University
Weekly Economic Update

School of Financial Wellness

More tariff news. Fed minutes showed diverging opinions. Mortgage rates rose. Consumer economic expectations improved.

A checklist of qualities to look for in a good financial advisor
The 5 Most Important Qualities to Seek in a Financial Planner

School of Financial Wellness

Looking for a financial planner? We’ve compiled a list of the top qualities to consider in your search for the right advisor.

A retiree doing part-time work
Working Part Time in Retirement: Benefits and Considerations

School of Financial Wellness

Consider these financial, emotional, and social implications before deciding to pursue part-time work during retirement.

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 - Founder - Meld Financial

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

-Mark McGarvey, Founder