The Cash Value Solutions Podcast

82: Sequence of Returns Risk

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Jason and Kyle go over their blog, “Sequence of Returns Risk”.   

  • Sequence of returns risk is the potential adverse effects your investment portfolio could receive when you are withdrawing moneyduring negative or low return years.
  • Adding whole life policies to you overall investment portfolio will provide certainty

    • Blog:

    https://cashvaluesolutions.com/blog/sequence-of-returns-risk-if-youre-nearing-retirement-you-dont-want-to-miss-this

     

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