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5 Reasons Risk Tolerance Shouldn't Drive Your Investment Portfolio: A Holistic Approach to Retirement Planning

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Manage episode 444173876 series 3470804
内容由Kyle Hammerschmidt提供。所有播客内容(包括剧集、图形和播客描述)均由 Kyle Hammerschmidt 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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Join Kyle as he dives deep into the critical distinction between risk tolerance and risk capacity, two essential components for building a successful retirement strategy. In this episode, Kolin explains the emotional and rational sides of risk and how they influence investment decisions. Discover real-world examples and learn why understanding your true financial situation is more important than relying solely on your gut feeling.

Key Highlights:

  • Risk Tolerance vs. Risk Capacity
  • Real-Life Examples
  • Time Horizon Importance
  • Holistic Approach
  • Limitations of Risk Questionnaires
  • Education Matters

Tune in to learn how to craft a retirement strategy that aligns with both your emotional comfort and rational financial goals.

Subscribe to The Retire Ready Weekly Newsletter
Get more information on The Retire Ready Academy
Looking for personalized financial planning? Visit our website
Disclosure: You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This podcast is intended for educational purposes only. Nothing in this podcast constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. MOKAN Wealth Management is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.

  continue reading

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Artwork
icon分享
 
Manage episode 444173876 series 3470804
内容由Kyle Hammerschmidt提供。所有播客内容(包括剧集、图形和播客描述)均由 Kyle Hammerschmidt 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Send us a text

Join Kyle as he dives deep into the critical distinction between risk tolerance and risk capacity, two essential components for building a successful retirement strategy. In this episode, Kolin explains the emotional and rational sides of risk and how they influence investment decisions. Discover real-world examples and learn why understanding your true financial situation is more important than relying solely on your gut feeling.

Key Highlights:

  • Risk Tolerance vs. Risk Capacity
  • Real-Life Examples
  • Time Horizon Importance
  • Holistic Approach
  • Limitations of Risk Questionnaires
  • Education Matters

Tune in to learn how to craft a retirement strategy that aligns with both your emotional comfort and rational financial goals.

Subscribe to The Retire Ready Weekly Newsletter
Get more information on The Retire Ready Academy
Looking for personalized financial planning? Visit our website
Disclosure: You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This podcast is intended for educational purposes only. Nothing in this podcast constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. MOKAN Wealth Management is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.

  continue reading

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