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Learn more about retirement income and assessing risk by registering for our complimentary Journey to Retirement online workshop: https://merkleretirementplanning.com/workshops/
Using terms like moderate, aggressive, and conservative to assess investment risk are subjective. What's aggressive to one person might be moderate to another and vice versa. When it comes to your 401(k), real numbers are the best way to assess your investment risk. In this recap, host Molly Nelson talks about how a risk assessment using real numbers helps you understand your 401(k) investments and make the proper adjustments to set you up for retirement.
Molly Nelson, Host of Retiring Today https://merkleretirementplanning.com/staff-members/molly-nelson/
Chapters:
0:00 Why you should care about your investment risk in retirement
1:40 What you can do if you are not comfortable with the risk level in your investment portfolio
This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.
3.5
2020 ratings
Learn more about retirement income and assessing risk by registering for our complimentary Journey to Retirement online workshop: https://merkleretirementplanning.com/workshops/
Using terms like moderate, aggressive, and conservative to assess investment risk are subjective. What's aggressive to one person might be moderate to another and vice versa. When it comes to your 401(k), real numbers are the best way to assess your investment risk. In this recap, host Molly Nelson talks about how a risk assessment using real numbers helps you understand your 401(k) investments and make the proper adjustments to set you up for retirement.
Molly Nelson, Host of Retiring Today https://merkleretirementplanning.com/staff-members/molly-nelson/
Chapters:
0:00 Why you should care about your investment risk in retirement
1:40 What you can do if you are not comfortable with the risk level in your investment portfolio
This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.
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