The 7 Real Risks to Your Retirement Plan

Описание: When most people think about retirement risks, they picture a stock market crash. But the truth is, the biggest threats to your financial future are often the ones you never saw coming. In this episode, Scott unpacks seven real risks that can quietly derail even the most well-planned retirement. Spoiler alert: it’s not just about volatility.

Here’s what we cover in this episode:
🔥 Inflation + interest rates = lifestyle erosion
💰 Tax traps that could silently drain your retirement
💡 How diversification helps, but doesn’t solve everything
💵 Liquidity matters more than ever during market stress

0:00 – Intro
0:35 – Risk vs. Volatility
5:46 – #1: Market Risk
6:18 – #2: Sequence of Returns Risk
12:27 – #3: Inflation Risk
13:23 – #4: Interest Rate Risk
14:51 – #5: Longevity Risk
18:09 – #6: Liquidity Risk
19:00 – #7: Tax Risk


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This video has been prepared for educational and marketing purposes only. The information in this video is general in nature, does not constitute personalized investment advice, and does not provide a complete analysis of the subjects discussed. All investments involve risk, and different types of investments involve varying degrees of risk. There can be no assurance that any specific investment strategy will be profitable or suitable to you.

Additionally, although information presented in this video is believed to be factual and up-to-date, we do not guarantee its accuracy. You should consult an attorney or tax professional regarding your specific legal or tax situation and should consult a professional adviser before implementing any of the strategies mentioned in this video.

Investment Advisory Services are offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Adviser affiliated with Elevated Retirement Group, LLC. Registration as an investment adviser does not constitute an endorsement of Elevated Capital Advisors, LLC by securities regulators, nor does it indicate that the firm has attained a particular level of skill or ability.

Insurance advice and products may be offered by a third-party insurance producer, which may be affiliated with Elevated Retirement Group, LLC and Elevated Capital Advisors, LLC.

The host and Third Wheel Media, LLC receive compensation for their assistance in preparing and hosting this video.