slide 1: Investing for Semi-Retirement Brodie Johnson Merrill Lynch
slide 2: Brodie Johnson Merrill Lynch For a large part of Brodie Johnsons career he was the director and head of residual trading for
Merrill Lynch. More recently he became semi-retired and started pursuing his own investment
strategies and consulting work.
slide 3: Investing for Semi-Retirement If you’re considering investing for semi-retirement the following advice might help point you in
the right direction:
slide 4: Investing for Semi-Retirement Investing in a managed portfolio has allowed many semi-retired professionals like Brodie
Johnson to step back from their full-time careers. And they do it without giving up income or
facing fnancial uncertainty.
slide 5: Speak to a fnancial advisor Sitting down with a trusted fnancial advisor will allow you to defne your goals clearly think
about how much you have to invest and whether or not your decision is fnancially sound.
slide 6: Consider utilizing technology. T echnology has now made it possible for your investment plan to work on autopilot.
Sophisticated robo-advisors can help both novice and experienced investors.
slide 7: Brodie Johnson Merrill Lynch Brodie Johnson left his investment banking career at Merrill Lynch. He’s now a semi-retired
consultant.
slide 8: Brodie Johnson Merrill Lynch Brodie Johnson excelled in his career as an investment baking professional with Merrill Lynch
but he is now semi-retired.