080: How Financial Plans Help Navigate Volatile Markets and Create Peace of Mind with Kyle Britton

Retirement Road Map

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18d ago 28:46

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In times like these, when there's market volatility and financial insecurity, it's more important than ever to have a financial plan to know that you can weather the storm and wild swings in the markets. It's the difference between having a plan vs just having a portfolio.

In today's episode, Derek Gregoire is joined by SHP Financial's Lead Advisor, Kyle Britton, to discuss how they're helping their clients navigate the emotions of investing during bear markets. While many people would assume that the phones are ringing off the hook with clients filled with panic, you'll hear why that might be the exception rather than the rule because of the methods SHP Financial uses to build comprehensive financial plans that help their clients prepare for these very moments.

In this conversation, they discussed how SHP helps clients determine their risk score and how they stress test portfolios to demonstrate the outcomes of down years. They'll explain what sequence of returns risk means and how important it is for investors to understand it as they approach retirement. They'll also discuss how bear markets create opportunities for those who have time on their side to weather the storm and take full advantage when the recovery happens.

In this podcast interview, you’ll learn:

What sequence of returns risk is and how SHP helps to calculate risk in your portfolio
The benefits of using tools like Riskalyze to analyze the risk in your portfolio.
How the news and media can make market volatility feel worse than it is by leaning on the chaos and negativity.
The three bucket strategy that SHP uses to protect your annual income and long-term growth investments.
How quickly market recoveries happen and the opportunities that bear markets can create.

Want the Full Show Notes?

To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast

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