Know Your Risk Radio Roadshow with Zach Abraham
Audio Brief
Show transcript
This episode introduces the Know Your Risk Roadshow, an educational event addressing key financial and retirement planning questions.
There are three key takeaways. First, the roadshow offers in-person educational insights on retirement planning. Second, it emphasizes a purely informational approach, focusing on process over product sales. Third, attendees learn a specific risk management model for greater investment certainty.
The roadshow aims to answer common retirement questions, including how much money is needed, optimal Social Security timing, and the role of estate planning. Endorsed by KIRO Radio's Dori Monson, the event is lauded for its practical, non-sales approach to financial advice.
It unveils Bulwark Capital's specific risk management process, offering strategies for greater certainty in investment portfolios.
Overall, the Know Your Risk Roadshow delivers essential, unbiased financial education for proactive investment planning.
Episode Overview
- This video is a promotion for the "Know Your Risk Roadshow," an educational event for investors hosted by Zach Abraham of Bulwark Capital Management.
- The roadshow is an extension of the "Know Your Risk Radio" show, designed to answer the most common financial questions listeners and clients have.
- It features an endorsement from KIRO Radio's Dori Monson, who highlights the host's moderate and practical approach to financial advice.
- The event aims to unveil a specific risk management model that provides more certainty than traditional portfolios, addressing key retirement concerns.
Key Concepts
- Investor Education: The primary goal is to educate and inform investors about managing risk in changing market environments, moving beyond a simple sales pitch.
- Common Retirement Questions: The event addresses frequently asked questions such as: How much money is needed to retire? When should I take Social Security? Do I need estate planning or long-term care insurance?
- Risk Management Process: The roadshow focuses on explaining Bulwark's specific process and risk management model for building investment portfolios.
- Credibility and Trust: The collaboration with KIRO Radio and Dori Monson is used to build trust and emphasize a no-nonsense, educational approach to financial planning.
Quotes
- At 00:33 - "He takes a really moderate position. He doesn't try to sell pie-in-the-sky ideas to his clients, and I do really appreciate that about him." - Dori Monson explaining why he respects Zach Abraham's approach to financial advice.
- At 00:41 - "I think the most important thing to convey is that the roadshow is not a sales pitch. The roadshow is just unveiling our process, how we do it..." - Zach Abraham clarifying that the event's purpose is education, not sales.
Takeaways
- The "Know Your Risk Roadshow" is an in-person educational event focused on answering common, critical questions about retirement planning.
- The session is designed to be purely informational, focusing on process and strategy rather than selling products.
- Attendees will learn about a specific risk-management approach to investing that aims to deliver a higher level of certainty.
- The event covers a range of essential topics, including Social Security, estate planning, and long-term care insurance.
- The next roadshow is scheduled for Saturday, February 29th, from 10 AM to 12 PM at the Hyatt Regency Bellevue.
