Risk Tolerance: Preparing for Market Turbulence

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Some people love a thunderstorm, while others panic the moment clouds roll in. Markets work the same way and pretending you’re more comfortable with risk than you really can get expensive. Scott uses a weather lens to explain how preparation, not prediction, is what keeps retirement plans steady when volatility hits. When turbulence hits, preparation beats optimism every time.

Here’s what we cover in this episode:
🌩️ The Forecast Isn’t the Weather - Why market predictions don’t change volatility but preparation does.
☀️ Calm Markets Can Fool You - Why risk feels easy during bull markets and terrifying during downturns.
🚧 Your “Uncle” Number - Defining the loss level that would cause emotional panic.
🛣️ Guardrails & Speed Limits - Matching your portfolio to your real tolerance and not theoretical confidence.
🛡️ Preparation Over Prediction - Building income stability so volatility doesn’t derail your retirement.

0:00 – Intro
0:54 – Forecast is not the Weather
2:45 –Calm Skies Can Be Misleading
6:57 – Not Everyone Needs the Same Gear
11:38 – Good Planning is About Staying the Course
15:28 – Case Study: Client Risk Assessment

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This video/podcast 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.

Walter Storholt and Third Wheel Media, LLC are not clients of Elevated Capital Advisers. They receive cash compensation for their assistance in preparing and hosting this podcast, and for providing the endorsement contained in this podcast. Because Walter and Third Wheel Media are compensated in connection with this podcast, they have a material conflict of interest in providing their endorsement.