Smart Retirement Income

Understanding Sequence of Returns Risk in Retirement Planning | Market Volatility & Your Investments


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“Sequence of returns risk” might sound like a bunch of put-together jargon to you, but the fact is, it’s possibly the most confounding and potentially destructive risk you face as a retiree or prospective retiree.

This is why today, we’ve decided to break it all down in a way that’ll make it easier for you to plan for your retirement and spend your golden years the way you want to. 

Planning for retirement involves more than just picking the right investment options. Sequence of returns risk is the potential danger that comes with the timing of market returns. 

While the calculated rate of return might seem promising, the actual dollar accumulation can be significantly impacted by the order of market results. This, in turn, can create a deceptive scenario, lulling investors into a false sense of security.

In this episode, we’ll be sharing with you everything you need to know about the sequence of returns risk so you can protect your retirement assets as much as possible.

Ready to learn more?

Let’s dive in.


Key Takeaways: 

Introduction (00:00)

What is the sequence of returns risk? (03:20)

Let’s talk numbers! (07:27)

A few examples (17:28)

Time for some truth-telling (28:11)

Reducing the impact of sequence of returns risk (32:49)


Additional Resources:

🔥 Learn more about us: https://retirewithconfidencenow.com/

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Retire With Confidence is a podcast that teaches listeners the best strategies to plan their retirement for a happy and financially secure future. Listen now and learn how to plan for your golden years. Follow us for more!


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Smart Retirement IncomeBy Brantley Whitley, Brandon Roberts

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