BIG Retirement Risk: Investing Too Conservatively in Retirement (Case Study)
Автор: Jacob Duke, CFP®
Загружено: 2023-10-19
Просмотров: 2260
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Is it possible to be TOO CONSERVATIVE in retirement?
Most think "risk" is market volatility. And it can be if you don't have a proper income plan in place. But one of the risks that many retirees forget about is longevity risk or outliving their money.
By trying to avoid market volatility, many upend their long-term investments. This can lead to a lack of purchasing power due to not beating inflation.
In this video, I walk through a case study of a couple that wanted a very conservative portfolio in retirement. If you find this video helpful, subscribe to my channel so you don't miss any future videos!
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