Ep 15: Risk Tolerance
Retirement Armor with Jeff Christian
English - May 18, 2021 09:00 - 11 minutes - 11.7 MBInvesting Business News Business News cfp finance planning retire crpc financial financialadvisor jeffchristian money retirementarmor Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
One of the most important factors in a financial plan is the amount of risk you have in your portfolio. You never want to lose sight of how much risk you are comfortable with because this can cause fear, worry, and irrational decisions. Risk varies from person to person, so it’s vital to get your risk tolerance customized to your comfort levels and not in a one-size-fits-all plan. Jeff talks about the considerations he goes through when determining someone’s risk and how a bucket strategy can be quite effective with risk concerns.
Contact:
985-845-2922
One of the most important factors in a financial plan is the amount of risk you have in your portfolio. You never want to lose sight of how much risk you are comfortable with because this can cause fear, worry, and irrational decisions. Risk varies from person to person, so it’s vital to get your risk tolerance customized to your comfort levels and not in a one-size-fits-all plan. Jeff talks about the considerations he goes through when determining someone’s risk and how a bucket strategy can be quite effective with risk concerns.
Contact:
985-845-2922