• When Does Sequence of Return Risk Go Away?

  • Apr 21 2025
  • Duración: 16 m
  • Podcast

When Does Sequence of Return Risk Go Away?

Escúchala gratis

Ver detalles del espectáculo

  • Resumen

  • One of the biggest and often overlooked risks facing retirees is sequence-of-returns risk. The risk of experiencing investment losses early in retirement can have an impact on the sustainability of savings over the long term.

    Morningstar researchers dug into this in their latest State of Retirement Income study. Their findings confirm what many retirement planners already suspect: the first five years of retirement are make-or-break.

    I'll also answer a listener question: "Are there advantages to moving all your mutual funds into a brokerage firm such as Schwab? "

    Resource:
    Morningstar article: How to Avoid Outliving Your Retirement Savings? It’s All in the Sequence

    Connect with Benjamin Brandt
    • Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com
    • Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter
    • Work with Benjamin: https://retirementstartstoday.com/start

    Get the book - out now!
    Retirement Starts Today: Your Non-financial Guide to an Even Better Retirement

    Follow Retirement Starts Today in
    Apple Podcasts, Spotify, Overcast, Pocket Casts, Amazon Music, or iHeart
    Más Menos
Más Menos
adbl_web_global_use_to_activate_webcro805_stickypopup

Lo que los oyentes dicen sobre When Does Sequence of Return Risk Go Away?

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles