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On this episode of Beyond the Money, the discussion revolves around the critical concept of sequence of returns risk and its significant impact on retirement planning. Jackie Campbell explores various types of investment risks, emphasizing how market conditions during the early years of retirement can drastically affect portfolio longevity. She also delves into the emotional aspects of retirement readiness, highlighting the importance of having a solid financial plan that goes beyond mere numbers.
For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!
Follow us on social media: Facebook | YouTube | X | Instagram
See omnystudio.com/listener for privacy information.
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On this episode of Beyond the Money, the discussion revolves around the critical concept of sequence of returns risk and its significant impact on retirement planning. Jackie Campbell explores various types of investment risks, emphasizing how market conditions during the early years of retirement can drastically affect portfolio longevity. She also delves into the emotional aspects of retirement readiness, highlighting the importance of having a solid financial plan that goes beyond mere numbers.
For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com!
Follow us on social media: Facebook | YouTube | X | Instagram
See omnystudio.com/listener for privacy information.