Retirement Unlocked

Navigating A Bear Market As A Soon-To-Be Retiree (Ep.111)

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You’ve done it. You’ve invested, saved, and properly allocated your money to live a fulfilling retirement. But now the economy has entered a bear market and you don’t have as much money as you thought.

A bear market can cause you to make knee-jerk reactions that can affect your retirement plan. 

In this episode, Larry Heller, CFP® discusses how to navigate a bear market and shares some strategies to use when going through a bear market in retirement.

Larry discusses: 

  • How to find out your risk tolerance in a bear market
  • How you can review and rebalance your asset allocation during a bear market
  • What you should be doing with your cash right now
  • Ways to remain calm when your portfolio continues to go down
  • And more

    • Resources: 

    • Life Unlimited: Transitioning Into Retirement and Gaining a New Purpose with George Jerjian (Ep.110)

      • Connect With Larry Heller:

      • Email Larry 
      • (631) 248-3600
      • Schedule a 20-Minute Call
      • Heller Wealth Management
        • ...more
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        Retirement UnlockedBy Larry Heller
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