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Risk Tolerances in Retirement
Manage episode 434039943 series 3587918
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When Bob and Sue sat down for an office visit, they each had different ideas about how much risk they should take with their retirement nest egg. Bob was okay with potential losses if it meant there were also opportunities for growth. Sue, on the other hand, didn't want to lose any of their hard-earned money, even if it meant missing out on potential growth opportunities.
So, whose risk tolerance preference makes the most sense as they enter retirement?
Listen to Michael and Tyler discuss potential strategies for couples to reconcile their different risk tolerances!
Learn more at www.efteam.us
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