
Sign up to save your podcasts
Or


In this insightful recording, Doug sheds light on the critical concept of 'Sequence of Returns Risk' and its impact on retirement planning.
Discover why timing is everything when it comes to investment returns, especially during the crucial early years of retirement.
Doug provides expert advice on diversifying your portfolio and shares valuable tips on safeguarding your wealth by allocating a portion of your investments towards more conservative, more liquid assets such as cash, bonds, and bank deposits.
Learn how to protect your retirement nest egg and navigate potential tax implications with the help of a knowledgeable financial advisor.
If you're not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug's free ebook The Retirement Planning Book.
By Douglas Goldstein | CFP® | Profile Investment Services4.9
3030 ratings
In this insightful recording, Doug sheds light on the critical concept of 'Sequence of Returns Risk' and its impact on retirement planning.
Discover why timing is everything when it comes to investment returns, especially during the crucial early years of retirement.
Doug provides expert advice on diversifying your portfolio and shares valuable tips on safeguarding your wealth by allocating a portion of your investments towards more conservative, more liquid assets such as cash, bonds, and bank deposits.
Learn how to protect your retirement nest egg and navigate potential tax implications with the help of a knowledgeable financial advisor.
If you're not already receiving updates on new episodes, sign up now, and as a special bonus, receive Doug's free ebook The Retirement Planning Book.

19 Listeners

0 Listeners

986 Listeners

2,010 Listeners

3,243 Listeners

148 Listeners

105 Listeners

873 Listeners