Do you know your own risk numbers? If not, your portfolio might be out of whack, and it's easy to be frustrated by returns, frightened into cash holdings, and as a whole, it's harder to hit your retirement goals.

We start off today's episode with a quick story about two farmers, Melvin and John. We next move into what our firm calls your "Risk Profile" made up of 3 scores: your risk preference, your risk capacity, and the risk score of your current portfolio.

We finish up by talking through the PDF visual that you can find below by clicking "Additional Resources," and we offer you the opportunity to discover your own Risk Profile by completing the risk assessment linked below.

Schedule an Intro Call with Loren

Resources mentioned on today's show:

Risk Assessment Link

Standard Deviation

What is a Fiduciary?

About Me

Podcast Page

For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch

You can also find Loren at [email protected]

Additional Resources Discussed on the Show

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