Episode 10: Speed Check: Managing Risk for a Secure Retirement
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In episode 10 of the Retirement Planning Podcast, hosts Darrin McComas and Jason Fox delve into the topic of risk in retirement portfolios. They discuss the importance of understanding the amount of risk you're taking on, how much risk you should be taking, and aligning it with the current market environment. The hosts share personal updates and emphasize the significance of shifting from an accumulation mindset to a decumulation strategy upon retirement. They explain tools like Nitrogen (formerly known as Riskalyze) to quantify risk and provide actionable steps to avoid common pitfalls such as sequence of returns risk. The episode also highlights the Bucket Plan System as a method for creating a well-diversified, holistic retirement plan that mitigates risk and enhances financial security. Listeners are invited to get a free risk analysis and a copy of Jason Smith’s book, "The Bucket Plan", by visiting their website, www.ewadvisors.com.
10 episodes