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

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Indhold leveret af Financial Symmetry, Chad Smith, and Mike Eklund. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Financial Symmetry, Chad Smith, and Mike Eklund eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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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215 episoder

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iconDel
 

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on May 06, 2024 16:25 (5d ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 414025296 series 2394299
Indhold leveret af Financial Symmetry, Chad Smith, and Mike Eklund. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Financial Symmetry, Chad Smith, and Mike Eklund eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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.

Resources & People Mentioned
  continue reading

215 episoder

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