Financial Symmetry: Balancing Today with Retirement

How to Prepare for the Retirement Danger Zone, Ep #214


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If you are retiring soon, you've most likely wondered if your asset allocation is too risky.

Some have called the period just before and after retirement the Retirement danger zone as it's a time where understanding how you should be invested matters for your long-term financial success.

After years of great returns in tech and large cap US stocks, many retirees could have bigger risks present in their allocations than they realize.

In today's episode, you'll learn why sequence of return risk has been called the retirement danger zone and how to prepare for it within the context of your retirement plan rather than by planning by generalized rules of thumb.

Resources & People Mentioned
  • Show Notes
  • DOWNLOAD our guide to "Retire on Purpose"
  • Retirement Podcast Network
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Financial Symmetry: Balancing Today with RetirementBy Chad Smith, CFP® and Mike Eklund, CFP®

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