Retired-ish

The Greatest Threat to Your Life Savings


Listen Later

The greatest threat to your life savings is lurking in the shadows ready to strike when you least expect it. This threat presents itself when going from saving to spending your retirement nest-egg - which is nerve wracking for a new retiree. This phase of your financial journey is far more complicated than simply putting money away year-in and year-out and is susceptible to major threats such as sequence of returns risk.

More specifically, I discuss:

  • What is the greatest threat to your retirement savings?
  • Examples of sequence of returns risk in the savings phase of your life
  • Examples of sequence of returns risk in the spending phase of your life
  • The difference between monitoring account balances vs. average investment returns
  • What types of strategies can you implement to aim to reduce sequence of returns risk

For the links and extras mentioned in the episode, please visit the show notes page at https://RetiredishPodcast.com/8

Retired-ish Newsletter Sign-Up Get Show Notes Here

...more
View all episodesView all episodes
Download on the App Store

Retired-ishBy Cameron Valadez