How to Prepare for the Retirement Danger Zone, Ep #214

Financial Symmetry: Balancing Today with Retirement

Вміст надано Financial Symmetry, Chad Smith, and Mike Eklund. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Financial Symmetry, Chad Smith, and Mike Eklund або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

29d ago 23:18

MP3•Головна епізоду

If you are retiring soon, you've most likely wondered if your asset allocation is too risky.

Some have called the period just before and after retirement the Retirement danger zone as it's a time where understanding how you should be invested matters for your long-term financial success.

After years of great returns in tech and large cap US stocks, many retirees could have bigger risks present in their allocations than they realize.

In today's episode, you'll learn why sequence of return risk has been called the retirement danger zone and how to prepare for it within the context of your retirement plan rather than by planning by generalized rules of thumb.

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216 епізодів

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