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Listen "Navigating A Bear Market As A Soon-To-Be Retiree (Ep.111)"
Episode Synopsis
You’ve done it. You’ve invested, saved, and properly allocated your money to live a fulfilling retirement. But now the economy has entered a bear market and you don’t have as much money as you thought.
A bear market can cause you to make knee-jerk reactions that can affect your retirement plan.
In this episode, Larry Heller, CFP® discusses how to navigate a bear market and shares some strategies to use when going through a bear market in retirement.
Larry discusses:
How to find out your risk tolerance in a bear market
How you can review and rebalance your asset allocation during a bear market
What you should be doing with your cash right now
Ways to remain calm when your portfolio continues to go down
And more
Resources:
Life Unlimited: Transitioning Into Retirement and Gaining a New Purpose with George Jerjian (Ep.110)
Connect With Larry Heller:
Email Larry
(631) 248-3600
Schedule a 20-Minute Call
Heller Wealth Management
A bear market can cause you to make knee-jerk reactions that can affect your retirement plan.
In this episode, Larry Heller, CFP® discusses how to navigate a bear market and shares some strategies to use when going through a bear market in retirement.
Larry discusses:
How to find out your risk tolerance in a bear market
How you can review and rebalance your asset allocation during a bear market
What you should be doing with your cash right now
Ways to remain calm when your portfolio continues to go down
And more
Resources:
Life Unlimited: Transitioning Into Retirement and Gaining a New Purpose with George Jerjian (Ep.110)
Connect With Larry Heller:
Email Larry
(631) 248-3600
Schedule a 20-Minute Call
Heller Wealth Management
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