Listen "Retiring in a Bear Market"
Episode Synopsis
As an early investor, the risk of loss is balanced by your expected time in the market, but for those approaching retirement, loss of principle can be a major risk as you begin to draw income from your investments. Donna discusses how sequence of returns risk can play a major role in your ability to meet your retirement goals. Also, on MoneyTalk, how to decide on the order in which to take distributions from your retirement accounts. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 9/22/2025; Original Air Date: 7/24/2023. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!See omnystudio.com/listener for privacy information.
More episodes of the podcast Don Sowa's MoneyTalk
Retirement Meeting Prep
25/09/2025
Estate Planning - Not Just for the Rich
23/09/2025
A New High for 401(k) Participation
22/09/2025
The Eerie Railroad War
19/09/2025
Your Retirement Prep Course
18/09/2025
How Different Types of Income are Taxed
17/09/2025
Investing as an Enterprise
16/09/2025
Our Impulse to Buy-Now-Pay-Later
16/09/2025
The Legacy of Warren Buffett
12/09/2025
How to Be IRS Audit-Ready
11/09/2025