The Rule of 100: How Much Risk Should You Really Take in Retirement? - Scottsdale Wealth Advisory скачать в хорошем качестве

The Rule of 100: How Much Risk Should You Really Take in Retirement? - Scottsdale Wealth Advisory

Are you taking on too much risk in retirement—or not enough? In this video, Brent Matthew of the Scottsdale Retirement Learning Center breaks down the Rule of 100, a simple formula to help you balance risk and safety in your investment portfolio. Learn how to use this strategy to align your money with your age, goals, and stage of life. You'll also discover how annuities can play a powerful role in building your conservative allocation—providing guaranteed income and principal protection in volatile markets. Whether you're 5 years from retirement or already there, this is a smart place to start. 👉 Schedule your free 1-on-1 Financial Coaching Session today: https://calendly.com/BrentMatthew Or call us at (480) 247-9090. Time Stamps 0:00 - Intro: How Much Risk Should You Be Taking? 0:20 - What Is the Rule of 100? 0:49 - A Quick Formula for Risk Allocation 1:13 - Example: Applying the Rule for a 67-Year-Old 1:39 - Adjusting for Age and Risk Over Time 2:07 - Why This Isn’t a Perfect Rule (But Still Useful) 2:23 - How the Rule Ties Into the 3-Bucket Strategy 2:49 - What to Include in the Conservative Portion 3:05 - The Role of Annuities: Fixed and Fixed Indexed 3:35 - Not About Chasing Returns—About Stability 3:42 - Is Your Allocation Matching Your Stage of Life? 4:09 - Final Thoughts: Matching Your Money to Your Life -- Advisory services are offered through Scottsdale Wealth Advisory, LLC, an Investment Advisor in the State of Arizona. “Likes” should not be considered a positive reflection or endorsement of the investment advisory services offered by the advisor. Visitors to this page must refrain from posting positive reviews of their experiences with the advisor or its services, as such testimonials are prohibited under state laws and may not reflect the experience of all Clients of the advisor.