In this episode we discuss the concepts of risk tolerance and risk capacity in assessing the potential outcome of one's retirement fund. We discuss a case study of how a person's target retirement fund is feasible given factors influenced by risk tolerance, risk capacity and other related factors. We provide options on how these factors could be adjusted.

⏱ Timestamps

0:00 Preview

3:39 Disclaimer

4:09 Greetings and Shou outs

5:19 Introduction

8:54 Risk Tolerance vs Risk Capacity

13:58 Case Study

15:34 Current Investment Plan

20:18 Adjustment Options

21:53 Option 1: Reduce Desired Lifestyle

22:56 Option 2: Risk Capacity

24:32 Option 3: Save/Invest More

25:30 Option 4: Magretiro ng Mas Matanda

25:59 Option 5: Combination of the Different Options

28:05 Key Takeaways

30:26 Outro

📱 Socials

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