The HOME Show

Brent Helms, Edward Jones

Brent Helms from Edward Jones joined us on The HOME Show to discuss the firm’s retirement planning process: “Plan for the expected,” “Prepare for the unexpected,” and “Position your portfolio.” He detailed how the “Rule of 25” helps set savings goals and noted that time is an investor’s greatest asset. Brent also emphasized protecting plans with emergency funds and insurance, managing emotions during market fluctuations, and conducting regular reviews to stay on track.

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