Are you concerned about your retirement income? In this podcast, we will discuss the four unique risks that can affect your retirement income: sequence of return risk, longevity risk, tax risk, and expense risk. You will learn how to mitigate these risks and secure a stable financial future for your retirement years.

Links to resources mentioned in the video:

Social Security Blogs: https://riverbendwealthmanagement.com/?s=Social+Security

Sequence of return risk chart: https://riverbendwealthmanagement.com/a-not-so-well-known-danger-to-retirees-sequence-of-return-risk-finger-financial-five-145/

https://themoneyadvantage.com/sequence-of-returns-risk-how-to-get-the-most-investment-income/

Timestamps:

· 0:00 - Introduction

· 0:16 – Number 1: Sequence of return risk

· 2:16 – Number 2: Longevity risk

· 3:24 - Number 3: Tax risk

· 5:01 – Number 4: Expense risk

· 6:41 - Closing

· 7:16 - Disclosures

Get started today and book a FREE 15-minute meeting with a member of our team: https://calendly.com/all-riverbend-advisors/15-minute-phone-appointment-with-a-riverbend-advisor

Email us today at [email protected]

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For more resources and content, check us out below!

Website // https://riverbendwealthmanagement.com/

Podcast // https://retirehappy.libsyn.com

Instagram // https://www.instagram.com/riverbendwealthmanagement/

Facebook // https://www.facebook.com/riverbendwealthmanagement/

LinkedIn // https://www.linkedin.com/company/81049101/admin/feed/posts/

Twitter // https://twitter.com/jeremy_finger

Riverbend Wealth Management is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. References to Stratos predate the current registration of Riverbend Wealth Management as an investment adviser and should be disregarded.

The firm has not compensated the guest on the podcast.

Information presented is believed to be current. It should not be viewed as personalized investment advice or as an offer to buy or sell any of the securities mentioned. All expressions of opinion reflect the judgment of the adviser the date of the broadcasts and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. All investment strategies have the potential for profit or loss. Asset allocation and diversification will not necessarily improve an investor's returns and cannot eliminate the risk of investment losses.

References to Stratos predate the current registration of Riverbend Wealth Management as of December 2024 as an investment adviser and should be disregarded.

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