The Guided Retirement Show

015: How to Assess Risk In Your Portfolio with Brad Kasper


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In my 32 years in the financial industry, I’ve learned one thing: unless you’re working with a great financial planner, you likely don’t know exactly how much risk you’re taking on. There are countless investment products out there with different risk and return profiles, a number of ways to meaningfully assess risk, and more opportunities than ever before for retirees to be either overconservative or overextended.

Today, I have Brad Kasper, the president and founder of LSA Portfolio Analytics returning to the podcast. If you haven’t listened to Episodes 10 and 11 of The Guided Retirement Show, where we discussed how the economy affects the marketplace and what you should know before building a portfolio, I highly recommend doing so before digging in to this episode.

Today, Brad is here to dive deep into the nature of risk and what it really means. You’ll learn how to quantify risk, how to measure it, and what it really means as you build a portfolio that will help you live the retirement you’ve always wanted.

 

Get Today's Show Notes

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/15

 

Learn More about Retirement Planning

Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

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The Guided Retirement ShowBy Dean Barber

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