What the Market Doesn’t Tell You About Retirement Risk скачать в хорошем качестве

What the Market Doesn’t Tell You About Retirement Risk

📉 A 50% market drop needs a 100% recovery—to break even. It’s a math lesson most retirees never get, and it can cost thousands. That’s why the sequence of returns matters in retirement. The order of your gains and losses affects how long your money lasts. In this episode of the ‘Texas Wealth Report,’ Summer Roberts explains how to build a “fiscal house” with safe, moderate, and growth “buckets” so your plan can weather market storms. Your retirement needs growth, but strategy, balance, and timing are equally important. 📊 Schedule your complimentary Texas Wealth Report by clicking the link below to see how your income plan holds up to market risk. TIMESTAMPS 00:00 – Intro 01:43 – The Importance of Sequence of Returns 07:03 – Keeping Your Money in Different Buckets 08:46 – What Does a ‘Texas Wealth Report’ Look Like? 12:30 – Calculating Your Tax Bill Ahead of Retirement 16:05 – How Do Roth Conversions Help? 21:21 – Should You Leave Everything in My 401(k)? 27:22 – Outro ================================================================ 📅📅 𝗛𝗮𝘃𝗲 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 you would like to ask the team at Impact! Partners Financial? Request a visit here: 👇🏻 https://impactpartnersfinancial.com/15-min... ====================================================================== 🔴🔴 𝗦𝗨𝗕𝗦𝗖𝗥𝗜𝗕𝗘 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲 𝗧𝗜𝗣𝗦:    / @impactpartnersfinancial   ================================================================ 📱📱 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀 Facebook: https://www.facebook.com/ImpactPartnersFin... Instagram: https://www.instagram.com/impactpartnersfi... LinkedIn: https://www.linkedin.com/company/impactpar... #RetirementRisks #SequenceOfReturns #MarketRisk #TaxPlanning #RothConversions #401k #FinancialPlanning #ImpactPartnersFinancial DISCLOSURE: Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.