We had the good fortune of connecting with Jordan Masciorini and we’ve shared our conversation below.
Hi Jordan, is there something you believe many others might not?
It can be commonly thought that once you retire, you should have all your money in super conservative investments, such as bank CD’s or government guaranteed bonds. However, the landscape has now changed. People are living longer, healthier lives, and interest rates are near historic lows. Depending on your individual situation, you may want to consider whether having some exposure to stocks in your portfolio could be beneficial to you, especially in the beginning part of your retirement. Of course, since the optimal plan for each investor depends on his or her individual objectives and circumstances, I recommend reviewing your investment strategy and time horizon with your Financial Advisor to find your appropriate investment mix.
Alright, so for those in our community who might not be familiar with your business, can you tell us more?
I am a part of a Father/Son financial consulting team. We enjoy working with individuals and families as they prepare for arguably one of the biggest moments of their life, retirement.
If you had a friend visiting you, what are some of the local spots you’d want to take them around to?
I remember overhearing this advice being given to someone else and ever since I’ve felt that it’s a good way to experience Southern California. He recommended that tourists drive up and down the Pacific Coast Highway and stop at whatever looks cool. Whether that’s a restaurant, beach, or state park, I feel like it’s a good way to experience what Southern California has to offer.
The Shoutout series is all about recognizing that our success and where we are in life is at least somewhat thanks to the efforts, support, mentorship, love and encouragement of others. So is there someone that you want to dedicate your shoutout to?
I’d like to shoutout my professors at Arizona State University. My experience attending school there played a role in shaping who I am today. I still enjoy playing an active role with the university, whether that be mentoring students, or attending alumni events.
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