What if the real retirement risk zone isn't during retirement… but the five critical years before and after it begins?
In this episode, you'll learn about:
- Pre- vs. post-retirement sequence of returns risk
- How to stress test your retirement plan effectively
- The role of asset allocation shifts in late-stage accumulation
- Why target date funds may carry more risk than expected
- How to build income certainty and protection strategies
- The psychology of transitioning from growth to preservation
Today's article is from ThinkAdvisor.com titled Exploring the Retirement Risk Zone. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Show Notes: HowardBailey.com/557
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đź“…SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3T6oNDB
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
