Episode 70: "Risk in Retirement"

As you shift from building your nest egg to living off it, understanding and managing risk becomes critical. In this episode, we break down the biggest risks retirees face—and how they can derail your retirement if you're not prepared.👉 Topics we cover:✅ Why many stay in “accumulation mode” too long✅ The real danger of Sequence of Returns Risk✅ How working with a retirement-focused advisor differs from a Big Box approach✅ Understanding your personal risk score—and why it matters✅ Knowing what you’re invested in✅ Navigating different risk tolerances between spousesDon’t leave your retirement to chance—learn how to approach risk the right way in retirement!Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇TIMESTAMPS00:00 Risk in Retirement09:28 Being a creature of habit when it comes investment risk 14:40 Why many stay in “accumulation mode” too long19:50 The real danger of Sequence of Returns Risk30:30 How working with a retirement-focused advisor differs from a Big Box approach36:20 Understanding your personal risk score—and why it matters42:45 Knowing what you are invested in46:10 Navigating different risk tolerances between spouses
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Learn the key components you need to include in your retirement plan. Check this video out: https://youtu.be/QkJzvbZ_gDs
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