The Most Important Retirement Risk You've Never Heard of - Sequence of Returns Risk

1 year ago

The Most Important Retirement Risk You've Never Heard of - Sequence of Returns Risk

⚒️Resources⚒️

Free Masterclass On How to Increase Income In Retirement By Up To 30%: https://app.thepeakfp.com/free-training

If you prefer to read the full blog post you can find it here:
https://www.thepeakfp.com/blog/sequence-of-returns-risk

Sequence of returns risk is one of the greatest threats a pre retiree or early retiree will face.

Specifically It’s most important to pay attention to during a specific phase in your life called the retirement risk zone.

Sequence of return risk is the risk of poor market performance right before or as you enter retirement.

00:00 Introduction

00:42 What is Sequence of Return Risk

01:38 Free Masterclass

02:09 Why Average Rates of Return are Misleading

02:49 Sequence of Return Risk Examples

04:31 The 4% Rule

06:18 Equal Withdrawals

07:41 Dynamic Spending Rules

09:06 Additional Strategies to Manage Sequence of Returns Risk

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