Aloha Fridays 022 // Talk Story, Investment Income and Bonds with Chase Mason, CFP®

If you haven’t heard the news, Chase Mason recently joined the Aloha Wealth Partners Ohana as a CERTIFIED FINANCIAL PLANNER™. Chase brings the same level of professionalism and knowledge you’d expect from a high level financial planning and investment management firm, but does so with the same Aloha spirit you’ve come to recognize.

(1:30) In this episode, Chase gives us an inside view on how he came to be at Aloha Wealth Partners and tells us a little about his experience over the past few years.

(6:15) With bond yields going up, investors have been wondering what that could mean for their fixed income portfolio moving forward. Chase and Skyler discuss the risks associated with climbing yields and things to look out for as things continue to change in both an economic and political sense.

(14:15) We also talk about a strategy that uses stock dividends as income during retirement. Generally, stock dividends can be a piece of an overall financial plan but we talk about the downside risks associated with relying solely on one source of retirement income – especially publicly traded companies. This scenario is something we’ve both been seeing more regularly and we talk about the importance of a sound diversification strategy for a more fruitful retirement.

Again, welcome Chase to the Aloha Wealth Partners Ohana!

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