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Don’t Let Bad Timing Ruin Your Retirement Savings
Did you know two investors could earn the same average return, pay the same fees, and still retire with very different outcomes? In this episode, Matt explains why sequence of returns risk is one of the most important concepts to understand within 5–7 years of retirement. You’ll see real examples of how early losses can quietly drain decades of savings, and why the order of your returns matters just as much as the returns themselves.
Here’s some of what we discuss in this episode:
Why timing matters just as much as returns in retirement investing
How early losses could drain decades of savings
Clear examples that reveal the impact of bad timing
Strategies to help protect your portfolio in retirement
0:00 – Intro
2:45 – Similar Portfolios, Different Results
3:59 – Negative Returns
8:10 – $1 Million Sample Portfolio
10:50 – Reducing Sequence of Returns Risk
15:43 – Summary
Other Resources
Our website: https://www.perspective6wealthadvisors.com/
Phone: (952) 225-0333
Email: [email protected]
Schedule your no-cost consultation: https://www.perspective6wealthadvisors.com/start-here/
Essential Financial Guides
5 Ways to Maximize Your Medtronic 401k Plan Guide: https://perspective6wealthadvisors.com/guide/
Stock Compensation Tax Form Checklist: https://perspective6wealthadvisors.com/stock-compensation-tax-checklist/
ESPP: A Comprehensive Guide: https://perspective6wealthadvisors.com/espp-guide/
Check out our other no-cost financial resources here: https://perspective6wealthadvisors.com/resource-center/
Stay Connected
Check us out on YouTube: https://www.youtube.com/channel/UCZFSiozlOWNDN0PbgF6HzSA
LinkedIn: https:// www.linkedin.com/company/perspective-6-wealth-advisors
Investment advisory services offered through Savvy Advisors, Inc. Other entities and/or marketing names, products or services mentioned here are independent of Savvy Advisors, Inc.
View all episodes
By Matthew Nelson
5
88 ratings
Did you know two investors could earn the same average return, pay the same fees, and still retire with very different outcomes? In this episode, Matt explains why sequence of returns risk is one of the most important concepts to understand within 5–7 years of retirement. You’ll see real examples of how early losses can quietly drain decades of savings, and why the order of your returns matters just as much as the returns themselves.
Here’s some of what we discuss in this episode:
Why timing matters just as much as returns in retirement investing
How early losses could drain decades of savings
Clear examples that reveal the impact of bad timing
Strategies to help protect your portfolio in retirement
0:00 – Intro
2:45 – Similar Portfolios, Different Results
3:59 – Negative Returns
8:10 – $1 Million Sample Portfolio
10:50 – Reducing Sequence of Returns Risk
15:43 – Summary
Other Resources
Our website: https://www.perspective6wealthadvisors.com/
Phone: (952) 225-0333
Email: [email protected]
Schedule your no-cost consultation: https://www.perspective6wealthadvisors.com/start-here/
Essential Financial Guides
5 Ways to Maximize Your Medtronic 401k Plan Guide: https://perspective6wealthadvisors.com/guide/
Stock Compensation Tax Form Checklist: https://perspective6wealthadvisors.com/stock-compensation-tax-checklist/
ESPP: A Comprehensive Guide: https://perspective6wealthadvisors.com/espp-guide/
Check out our other no-cost financial resources here: https://perspective6wealthadvisors.com/resource-center/
Stay Connected
Check us out on YouTube: https://www.youtube.com/channel/UCZFSiozlOWNDN0PbgF6HzSA
LinkedIn: https:// www.linkedin.com/company/perspective-6-wealth-advisors
Investment advisory services offered through Savvy Advisors, Inc. Other entities and/or marketing names, products or services mentioned here are independent of Savvy Advisors, Inc.