Don’t Let Bad Timing Ruin Your Retirement Savings
Автор: Matt Nelson, CFP® AIF® ECA
Загружено: 2025-10-02
Просмотров: 420
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Did you know two investors could earn the same average return, pay the same fees, and still retire with very different outcomes? In this episode, Matt explains why sequence of returns risk is one of the most important concepts to understand within 5–7 years of retirement. You’ll see real examples of how early losses can quietly drain decades of savings, and why the order of your returns matters just as much as the returns themselves.
What you’ll take away from this episode:
✨ Why timing matters just as much as returns in retirement investing
📉 How early losses could drain decades of savings
📊 Clear examples that reveal the impact of bad timing
🔑 Strategies to help protect your portfolio in retirement
0:00 – Intro
2:45 – Similar Portfolios, Different Results
3:59 – Negative Returns
8:10 – $1 Million Sample Portfolio
10:50 – Reducing Sequence of Returns Risk
15:43 – Summary
#sequenceofreturns #retirementsavings #retirementplanning #medtech
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Matt Nelson is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an SEC registered investment advisor. The views and opinions expressed herein are those of the speakers and authors and do not necessarily reflect the views or positions of Savvy Advisors. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy. Forward looking statements are not a guarantee of outcomes. Past performance of investments and markets are not an indication or guarantee of future results. All investments involve risk, including loss of principal invested.
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