When people think of their money and working with a financial advisor, the primary risk that comes to mind is the stock market and volatility. That’s obviously the biggest and the most talked about, but there are many more risks to your retirement that don’t always get the attention they deserve.
This week’s show will highlight seven risks we must address with planning: market, liquidity, concentration, reinvestment, inflation, horizon, and opportunity loss.
Here’s some of what we discuss in this episode:
- The role of financial advisors as risk managers.
- How market volatility risk might play a factor for folks getting closer to retirement.
- How we help our clients understand their risk tolerance and how it relates to their current portfolio.
- Defining different types of risk and how they affect you financially.
WAYS TO CONNECT:
Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg
Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.
If you have any questions about what we discussed or anything else in your financial plan, email us at ask@bulmanwealth.com. You can also reach the team by phone at (916) 458-8199.
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