Addressing many of the biggest retirement risks as defined by the Society of Actuaries and exploring the steps you can take to build a secure future.

In one of my most recent episodes, my guest mentioned a report by the Society of Actuaries titled “Managing Post-retirement Risk: Strategies for Secure Retirement.” After I read the 36 page report, I decided to break down the risks they identify and provide some suggestions based on my experience as a financial planner after working with hundreds of retirees.

The report categorizes the risks into three groups: economic risks, personal planning considerations, and unexpected and unpredictable events. 

It is important to maintain a proactive approach to managing retirement risks–using insurance as a tool can also help mitigate potential financial challenges. Instead of settling on the first strategy you come across, you might find one that is better suited to your unique situation if you put in the time to explore different retirement strategies and options.

Year after year, retirees who take a comprehensive approach to retirement planning that takes into consideration factors such as inflation, interest rates, longevity, health care needs, and tax changes say they feel more confident with their retirement. And who needs more stress in retirement?

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Videos/Podcasts/Blogs (media) published prior to June 30, 2025, were recorded and approved while the advisor was affiliated with Thrivent Advisor Network. These media reflect the advisor’s views and interpretations at that time. The information and disclosures contained in those media were believed to be accurate and complete as of the date of recording, but may not reflect current market conditions or Alongside, LLC, policies.

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