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Ep 14: Are You A Risk Taker? How To See If Your Tolerance For Risk Matches Your Plan
Manage episode 333838716 series 3303227
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Let’s see if your tolerance for risk matches your financial plan. What should you do if that balance is out of whack? What if you’re a natural risk-taker, but you really shouldn’t be when it comes to your finances? We’ll explore all of these angles as we break down the role of risk in your financial and retirement plan.
Here are some of the things you’ll learn on this episode:
- How often do people have a portfolio that matches their risk tolerance.
- What we do to help clients identify their comfort level with risk and how that translates to how they're allocated.
- Why people often end up taking on more risk than they need to in retirement.
The show rundown:
0:30 – Current state of the market
2:01 – How many clients are comfortable with risk?
4:26 – Matching portfolio with risk tolerance
5:57 – Understanding your risk tolerance
7:49 – Taking on too much risk
9:35 – Reducing risk but still maintaining growth
11:52 – Helping our clients with risk
14:01 – How to get help with your risk
For more tools, visit us online at http://theaudibleadvisor.com
Have questions or want to get your financial plan started? Here's how to contact us:
Website: https://theaudibleadvisor.com/
Phone: (727) 754-8418
Email: svassilakos@athenianpcg.com
Watch the show on YouTube: https://bit.ly/3VmzCUx
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