Is Your Portfolio Ready for Retirement?

Money Wisdom

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9d ago 13:03

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Retirement is a significant milestone in life, and preparing for it requires careful planning and strategic financial management. Knowing when to dial back the risk in your portfolio can help protect your portfolio and keep you on track in retirement. In the latest episode of the Money Wisdom podcast, financial planners Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP® answer a question about when to adjust your investment strategy as you approach retirement.

Here’s some of what we discuss in this episode:

The differences between investing and saving for retirement versus investing and saving in retirement.
What sort of qualities do your investments need to hold in retirement?
Structuring plans from an investment standpoint based on risk tolerance.
Planning can help you identify how much risk you need to take and determine whether you can dial it back.

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206 episod

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