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Listen "Retirement Unlocked: Managing Sequence of Returns Risk [Ep.171]"
Episode Synopsis
What does it mean to face the ‘sequence of returns risk’ when you retire?
In this episode of Retirement Unlocked, Larry Heller, CFP®, CDFA®, discusses why the order of your investment returns matters as you enter retirement. Larry also breaks down this critical aspect of retirement planning and introduces strategies that can safeguard your financial future.
Key episode discussion points include:
The shift from “Life Unlimited” to “Retirement Unlocked”
How the sequence of returns can impact retirees
Historical examples of sequence of returns risk
The reservoir strategy for mitigating those risks
Insights on adjusting your withdrawal strategy
Behavioral finance and the psychological aspects of investing
And more!
Resources:
Investing With The Reservoir Strategy (Ep.119)
Retirement Reality Check: Are You Spending Enough? (Ep.136)
Beyond Accumulation: Mastering Your Retirement Distribution Strategy (Ep.164)
Connect with Larry Heller:
(631) 248-3600
Schedule a 20-Minute Call
Heller Wealth Management
LinkedIn: Larry Heller, CFP®, CDFA®, CPA
YouTube: Life Unlimited with Larry Heller, CFP®
In this episode of Retirement Unlocked, Larry Heller, CFP®, CDFA®, discusses why the order of your investment returns matters as you enter retirement. Larry also breaks down this critical aspect of retirement planning and introduces strategies that can safeguard your financial future.
Key episode discussion points include:
The shift from “Life Unlimited” to “Retirement Unlocked”
How the sequence of returns can impact retirees
Historical examples of sequence of returns risk
The reservoir strategy for mitigating those risks
Insights on adjusting your withdrawal strategy
Behavioral finance and the psychological aspects of investing
And more!
Resources:
Investing With The Reservoir Strategy (Ep.119)
Retirement Reality Check: Are You Spending Enough? (Ep.136)
Beyond Accumulation: Mastering Your Retirement Distribution Strategy (Ep.164)
Connect with Larry Heller:
(631) 248-3600
Schedule a 20-Minute Call
Heller Wealth Management
LinkedIn: Larry Heller, CFP®, CDFA®, CPA
YouTube: Life Unlimited with Larry Heller, CFP®
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