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Architecting a Risk-Resilient Retirement Plan with Brian Britt

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Manage episode 381047178 series 2993685
Content provided by Dave Hall, CPA, Dave Hall, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Hall, CPA, Dave Hall, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Building a secure retirement is not an overnight process, and it is of the utmost importance to consider the financial risks you will face. So, in this episode, Dave is joined by Retirement Risk Advisors Partner, Brian Britt. Together, they delve into the world of retirement planning, discussing the risks and challenges that individuals face as they navigate their golden years.
Dave and Brian share their experiences and insights as they compare retirement planning to the process of remodeling a home. They highlight the importance of taking a comprehensive, risk-based approach to retirement planning rather than getting caught up in the shiny features of investment products. They stress the need to prioritize addressing short-term, medium-term, and long-term risks, with a particular focus on market volatility as the most immediate risk.
Key Takeaways:
1. A risk-based approach to retirement planning is essential to address the most immediate risks, such as market downturns.
2. Market crashes pose a significant threat to retirement savings, especially for those nearing retirement.
3. Short-term, medium-term, and long-term risks should be considered and addressed in a strategic order.
4. Understanding sequence of return risk is crucial, as losses early in retirement can have long-term consequences on financial stability.
Master your retirement planning with a risk-based approach. Attend our FREE masterclass to learn what the financial risks are and why the old, traditional retirement plans are failing so many retirees.

Support the Show.

Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors

  continue reading

129 episodes

Artwork
iconShare
 
Manage episode 381047178 series 2993685
Content provided by Dave Hall, CPA, Dave Hall, and CPA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Hall, CPA, Dave Hall, and CPA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Building a secure retirement is not an overnight process, and it is of the utmost importance to consider the financial risks you will face. So, in this episode, Dave is joined by Retirement Risk Advisors Partner, Brian Britt. Together, they delve into the world of retirement planning, discussing the risks and challenges that individuals face as they navigate their golden years.
Dave and Brian share their experiences and insights as they compare retirement planning to the process of remodeling a home. They highlight the importance of taking a comprehensive, risk-based approach to retirement planning rather than getting caught up in the shiny features of investment products. They stress the need to prioritize addressing short-term, medium-term, and long-term risks, with a particular focus on market volatility as the most immediate risk.
Key Takeaways:
1. A risk-based approach to retirement planning is essential to address the most immediate risks, such as market downturns.
2. Market crashes pose a significant threat to retirement savings, especially for those nearing retirement.
3. Short-term, medium-term, and long-term risks should be considered and addressed in a strategic order.
4. Understanding sequence of return risk is crucial, as losses early in retirement can have long-term consequences on financial stability.
Master your retirement planning with a risk-based approach. Attend our FREE masterclass to learn what the financial risks are and why the old, traditional retirement plans are failing so many retirees.

Support the Show.

Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors

  continue reading

129 episodes

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