The Lifetime Income Series: Dealing With a Dollar Crash Portfolio

Special Guest: Carolyn Rosenblatt, author of “The Boomer’s Guide to Aging Parents”

In a special reprise edition of the Lifetime Income Series, Jim and Cathlyn discuss the “dollar-crash portfolio”; an investment strategy set to take advantage of a crashing dollar scenario. They discuss whether this type of portfolio is really set up to do what you think it’s supposed to do. Jim also looks at the rationale behind this type of portfolio, and how many factors have changed in recent years. Jim and Cathlyn illustrate this issue through the case study of Phil and Emily King. The guest this week is Carolyn Rosenblatt, RN, attorney and author of “The Boomer’s Guide to Aging Parents”. Carolyn will discuss strategies for talking with your parents about their finances and health. Knowing how well your parents have planned for their retirement is actually critical to your own retirement, as your parents financial condition can dramatically impact your own situation.

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