Retirement Unlocked

Retirement Unlocked: Managing Sequence of Returns Risk [Ep.171]

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What does it mean to face the ‘sequence of returns risk’ when you retire?

In this episode of Retirement Unlocked, Larry Heller, CFP®, CDFA®, discusses why the order of your investment returns matters as you enter retirement. Larry also breaks down this critical aspect of retirement planning and introduces strategies that can safeguard your financial future.

Key episode discussion points include:

  • The shift from “Life Unlimited” to “Retirement Unlocked”
  • How the sequence of returns can impact retirees 
  • Historical examples of sequence of returns risk
  • The reservoir strategy for mitigating those risks
  • Insights on adjusting your withdrawal strategy 
  • Behavioral finance and the psychological aspects of investing 
  • And more!

    • Resources: 

    • Investing With The Reservoir Strategy (Ep.119)
    • Retirement Reality Check: Are You Spending Enough? (Ep.136)
    • Beyond Accumulation: Mastering Your Retirement Distribution Strategy (Ep.164)

      • Connect with Larry Heller: 

      • (631) 248-3600
      • Schedule a 20-Minute Call
      • Heller Wealth Management
      • LinkedIn: Larry Heller, CFP®, CDFA®, CPA
      • YouTube: Life Unlimited with Larry Heller, CFP®
        • ...more
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        Retirement UnlockedBy Larry Heller
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