💰 Are you prepared to protect your retirement savings when the financial markets become unpredictable?
In Episode 116 of the Serving Seniors Podcast, host Matt Helton welcomes Theodore Hicks II, CFP®, CKA®, CMT®, Founder, CEO, and Chief Investment Officer of Hicks & Associates Wealth Management, LLC, to discuss evidence-based investing and how seniors and retirees can better manage investment risk and protect their wealth.
With more than two decades of experience in the financial industry, Ted shares how the dot-com crisis and the global financial crisis challenged traditional investment strategies and inspired him to develop a different approach to managing portfolios.
📈 In This Episode, You'll Discover:
✅ Why traditional diversification doesn't always protect investors during market downturns.
✅ How seniors and retirees can better understand investment risk and market volatility.
✅ Why stocks and bonds can both lose value during the same market downturn.
✅ How evidence-based investing challenges conventional buy-and-hold strategies.
✅ Why actively monitoring market conditions can help investors make more informed decisions.
✅ The hidden risks of overly complicated investment portfolios and unnecessary management fees.
✅ Why protecting retirement savings becomes increasingly important as investors age and have less time to recover from significant losses.
Ted also discusses his book, Evidence-Based Investing, which encourages readers to question conventional financial wisdom, understand market risks, and think more critically about their investment strategies.
Whether you're approaching retirement, already retired, or helping a loved one plan for the future, this episode offers valuable perspectives on making informed financial decisions and navigating an unpredictable investment landscape.
🎧 Listen now and discover why managing risk is just as important as pursuing growth in retirement!
👤 ABOUT OUR GUEST
Theodore Hicks II, CFP®, CKA®, CMT®
Founder, CEO, & Chief Investment Officer
Hicks & Associates Wealth Management, LLC
🌐 Website: https://www.hicks-associates.com/
📧 Email: Theodore@Hicks-Associates.com
📞 Office Phone: (919) 851-5512
📍 Address: 1145 Executive Circle C, Cary, NC 27511
📚 Book: Evidence-Based Investing
🌐 Author Website: https://TheodoreHicks.com/
🎙️ ABOUT THE SERVING SENIORS PODCAST
The Serving Seniors Podcast helps seniors, retirees, caregivers, and families navigate retirement, senior health, finances, housing, estate planning, aging in place, and independent living.
Our mission: Help seniors not just survive retirement—but thrive in retirement.
🎧 https://www.servingseniorspodcast.com/
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🏦 MORTGAGE & LICENSING INFORMATION
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⚕️ HEALTH NOTICE
The guest’s experiences and information are for educational purposes only and are not a substitute for medical advice, diagnosis, or treatment. Consult a qualified healthcare professional regarding your individual healthcare needs.
⚠️ DISCLAIMER
This information is for informational purposes only and is not guaranteed or endorsed by OneTrust Home Loans or any company mentioned. It is not an offer of credit and may not apply to every situation or jurisdiction. Consult a qualified professional before acting on this information. Content is provided as a training and informational tool only and should not be relied upon for any other purpose.
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