YFP 274: Risk Tolerance vs Risk Capacity (Retirement Planning)

Your Financial Pharmacist

English - September 22, 2022 09:00 - 39 minutes - 45 MB - ★★★★★ - 160 ratings
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Previous Episode: Ask a YFP CFP® #132: How can I balance paying back my student loans and buying a home?

Next Episode: YFP Real Estate Investing 76: Short Term Rental Market Update with Rachel Gainsbrugh

In part three of the four-part series on retirement planning, Tim Ulbrich, PharmD, and Tim Baker, CFP®, RLP®, explain why it’s critical to evaluate how much risk you are able to stomach versus how much risk you should take to achieve your long-term savings goal and considerations for setting asset allocation in alignment with your risk capacity.

Links Mentioned in Today’s Episode

YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning YFP 272: How Much Is Enough? (Retirement Planning) YFP 273: Alphabet Soup of Retirement Accounts (Retirement Planning) Your Financial Pharmacist Disclaimer and Disclosures