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内容由Victor Medina提供。所有播客内容(包括剧集、图形和播客描述)均由 Victor Medina 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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Strategies to Combat Five Major Risks in Retirement

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Manage episode 407397493 series 3560500
内容由Victor Medina提供。所有播客内容(包括剧集、图形和播客描述)均由 Victor Medina 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

We all know there are risks associated with financial planning, but most people don’t realize how many different types of risks they actually face in retirement. Let’s unpack five major risks associated with retirement and discuss how to combat them head-on.

Here are some of what we discuss in this episode:

  • Market risk might be the most common risk you think so how do you design a balanced portfolio that doesn’t impact your ability to spend. (2:07)
  • How interest rates impact you and the risk they create in your portfolio. (4:29)
  • The inflation risk is obvious today but how do you account for it in low interest years? (6:55)
  • Tax rate risk comes in a couple different forms. (9:38)
  • Many people overlook the longevity risk to retirement but it can supercharge the other risks associated with retirement. (12:44)

About Retirease Radio:

Retirease Radio is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.

Connect:

Medina Law Group: https://www.jerseyestateplanning.com/

Palante Wealth Advisors: https://palantewealth.com/

  continue reading

283集单集

Artwork
icon分享
 
Manage episode 407397493 series 3560500
内容由Victor Medina提供。所有播客内容(包括剧集、图形和播客描述)均由 Victor Medina 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

We all know there are risks associated with financial planning, but most people don’t realize how many different types of risks they actually face in retirement. Let’s unpack five major risks associated with retirement and discuss how to combat them head-on.

Here are some of what we discuss in this episode:

  • Market risk might be the most common risk you think so how do you design a balanced portfolio that doesn’t impact your ability to spend. (2:07)
  • How interest rates impact you and the risk they create in your portfolio. (4:29)
  • The inflation risk is obvious today but how do you account for it in low interest years? (6:55)
  • Tax rate risk comes in a couple different forms. (9:38)
  • Many people overlook the longevity risk to retirement but it can supercharge the other risks associated with retirement. (12:44)

About Retirease Radio:

Retirease Radio is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.

Connect:

Medina Law Group: https://www.jerseyestateplanning.com/

Palante Wealth Advisors: https://palantewealth.com/

  continue reading

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