How much market risk do you actually need to reach your retirement goals? In this episode, Ken and Jeremy walk through the trade-off between return and volatility, how mix (e.g., 60/40 vs. 30/70) changes portfolio behavior, why diversification helps—but isn’t a cure-all—and why the “most important decade” (five years before and five years after retirement) deserves extra care.
Ready to talk through your plan? Visit rpoa.com to explore a Retirement Cash Flow Plan.
RPOA Advisors, Inc. (d/b/a Retirement Planners of America) (“RPOA”) is an SEC-registered investment adviser. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RPOA has attained a certain level of skill or training.
This podcast has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, personalized investment, financial, tax, or legal advice. RPOA does not provide tax or legal advice. You should consult your own tax and legal advisors before engaging in any transaction or strategy.
Opinions expressed are those of RPOA as of the date of publication and are subject to change. Investing involves risks, including possible loss of principal. Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss. Past performance is no guarantee of future results.
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