• 5 Retirement Risks to a Retirement Plan

  • Jul 19 2024
  • Duración: 23 m
  • Podcast

5 Retirement Risks to a Retirement Plan

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  • Resumen

  • Retirement should be a time of relaxation and enjoyment, but it can quickly become a period of stress if you haven’t addressed the biggest risks to your financial security. Today we’re going to identify the five biggest risks that could derail your retirement plan and discuss ways to combat these risks through planning.

    Understanding these five major risks can help ensure that your retirement stays on track and you’re able to enjoy it as much as possible. Join us for a deeper dive into each risk and practical advice on how to safeguard your financial future.

    Here’s what we discuss in this episode:

    0:00 – Intro

    2:08 – Sequence of Returns Risk

    8:32 – Longevity Risk

    11:00 – Inflation Risk

    14:40 – Long-term care Risk

    18:00 – Tax Risk

    20:38 – Bonus Risk

    Learn more about us: https://www.rwpaul.com/our-firm

    Contact Matt & Steve: https://www.rwpaul.com/contact

    Phone: 248-305-9911

    Find us on YouTube: https://bit.ly/481OA51

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