Matthew Cassidy of Partners Wealth Group has just taken the top spot in this year's Barron's Top 150 Advisers List. He offers a unique perspective on what you need to know about advice, and how to deal with an investment market that is clearly at the top of the cycle.
Matthew Cassidy of Partners Wealth Group joins Associate Editor - Wealth, James Kirby in this episode.
In today's show, we cover:
- What you should expect from a top financial adviser
- How to prepare for a sharemarket downturn
- Sequential risk - The biggest financial threat to the pre-retiree
- Taking profits off the table
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