Money Mindset Mastery

Navigating Sequence of Return Risk: The Key to a Secure Retirement


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In this episode of the Money Mindset Mastery podcast, hosts

Jim Lao and Ryan Genoe, along with guest Denis Bisson, delve into the critical topic of sequence of return risk and its implications for retirement planning. They discuss how market fluctuations can significantly impact retirement portfolios, emphasizing the importance of diversification and strategic withdrawal plans. The conversation highlights the necessity of understanding tax implications and the need for effective communication between clients and advisors. The hosts share insights on how to mitigate risks and ensure a secure
retirement through careful planning and diversified investment strategies.


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Money Mindset MasteryBy Jim Lao and Ryan Genoe TvH CacheFlo Solutions