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In this episode of the Canadian Money Roadmap Podcast, Evan Neufeld discusses seven strategies to manage investment risk in your portfolio as you prepare for retirement. Topics include diversification, rules-based implementation, adding bonds, holding cash, annuities, deferring CPP, and using put options. These methods aim to help you retire with confidence while reducing the volatility and uncertainty of your investments. Remember to consult with a financial professional before making any changes to your portfolio.
00:00 Introduction: Politics and Your Portfolio
00:23 Seven Ways to Manage Investment Risk
00:53 Diversification: Don't Put All Your Eggs in One Basket
02:13 Rules-Based Portfolio Implementation
05:26 The Role of Bonds in Your Portfolio
06:09 Cash Wedge Strategy
08:11 Exploring Annuities
09:55 Deferring Your CPP for Better Returns
11:06 Using Options for Portfolio Insurance
12:17 Conclusion and Final Thoughts
Retirement Readiness Scorecard 🇨🇦
Looking to retire in the next 10 years or less (age 45+)?
Get your money organized - Your Full Financial Picture Spreadsheet
In this episode of the Canadian Money Roadmap Podcast, Evan Neufeld discusses seven strategies to manage investment risk in your portfolio as you prepare for retirement. Topics include diversification, rules-based implementation, adding bonds, holding cash, annuities, deferring CPP, and using put options. These methods aim to help you retire with confidence while reducing the volatility and uncertainty of your investments. Remember to consult with a financial professional before making any changes to your portfolio.
00:00 Introduction: Politics and Your Portfolio
00:23 Seven Ways to Manage Investment Risk
00:53 Diversification: Don't Put All Your Eggs in One Basket
02:13 Rules-Based Portfolio Implementation
05:26 The Role of Bonds in Your Portfolio
06:09 Cash Wedge Strategy
08:11 Exploring Annuities
09:55 Deferring Your CPP for Better Returns
11:06 Using Options for Portfolio Insurance
12:17 Conclusion and Final Thoughts
Retirement Readiness Scorecard 🇨🇦
Looking to retire in the next 10 years or less (age 45+)?
Get your money organized - Your Full Financial Picture Spreadsheet
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