Episode 13: Volatility Risk
Target Your Retirement
English - July 27, 2021 13:00 - 11 minutes - 15.4 MB - ★★★★★ - 5 ratingsInvesting Business Management annuities finance financialplanning investments retirement volatility wealth wealthmanagement advisor annuity Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Episode 12: Social Security and Pension Risks
Next Episode: Episode 14: Five Misconceptions of Annuities
Many pre-retirees and retirees have already “won the game” although they’re still playing the same way with unnecessary risk. Do you have too much volatility in your portfolio?
Key takeaways:
Does the 4 percent withdrawal rule work? Two accounts that started with the same amount average 10% over two years. Yet there is a $210,000 difference in value. How can that be?