We’re excited to bring you a 3-part webinar series discussing the three primary investment risks in retirement. These risks are not the technical ones you find in textbooks. We are going to share with you the real-world risks as well as our firm’s prudent strategies we’ve used over the last 35 years in helping our clients successfully obtain and maintain financial independence.
In our first segment, we’ll talk about how increasing life-spans and inflation are the biggest threat to having our money last as long as we need it to.
In Part 2 we'll talk more about the helpful - but fickle - asset class revealed in Part 1, and how the average investor is often his own worst enemy by succumbing to the fear and greed caused by market fluctuation.
In Part 3 we'll get more into the nuts and bolts of how to get cash flow off a portfolio that will have fluctuation, and the risk of what our office calls a "double sting" (withdrawing cash to live on while also facing declining markets).
Ready to take control of your financial life?
We’re ready to help. Get started by scheduling a complimentary, no-obligation meeting or portfolio review.