The Holland Group Retirement Wealth Advisors' Podcast

Unmasking Hidden Retirement Risks: What Your Advisor May Not Tell You


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In this episode of Retirement Success with Steve and Elizabeth Holland, hosted by Todd "MJ" Schnitt, the discussion centers on understanding and mitigating hidden risks in retirement planning that advisors may not fully disclose.Key Takeaways from the Discussion:
  • This episode underscores the critical need for retirees to accurately assess and mitigate hidden portfolio risks like the sequence of returns risk, which can severely deplete wealth if withdrawals coincide with market downturns. The Holland Group champions a comprehensive, transparent planning approach, utilizing advanced tools and their fiduciary expertise to build resilient portfolios that manage income, growth, and liquidity while proactively addressing taxes and hidden fees.
For a complimentary, no-obligation financial review, contact The Holland Group Retirement Wealth Advisors at (727) 295-3451. You can also visit AskTheHollands.com for more information.
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The Holland Group Retirement Wealth Advisors' PodcastBy "Retirement Success!" Podcast