Step 1 The Retirement Success Process: Investment and Risk Management скачать в хорошем качестве

Step 1 The Retirement Success Process: Investment and Risk Management

In today's Retirement episode, we take a look at Step 1 of our Retirement Success Process, which is Investment and Risk Management. In order to come up with an Income Plan, then a Tax Plan, we need to know what your risk tolerance is, as well as your capacity to take risk in your portfolio. 00:00 Intro 00:06 Retirement Success Plan and its impact on your Income Planning 01:20 What are Your Risk Limitations and the Necessary Guardrails 03:15 Ignoring Investor Superstition when Following Income Plans 04:40 Are You Okay With Losing %20 or $200,000? 06:41 Discussing Risk Management is the First Piece of the Puzzle 07:50 The Mistake of Disregarding the Tax Problems 09:30 Developing a Solid Income Strategy for Retirement 10:40 Taking a Big Step, Reach out to Us! Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or fill out this form for a free consultation: https://click2retire.com/step1retirem... Disclaimer This video discusses fixed income investing and utilizes the 10 year U.S. treasury as a general representative fixed income investment. Conclusions reached, opinions stated, and downside risks and potential returns presented should not be construed as applying to other types of bonds or fixed income assets. Other types of fixed income products carry different levels of risk and return potential and should be evaluated as an element of a diversified portfolio with your specific risk tolerance, investment objectives, and timeline in mind. Nothing in this video is investment advice, an investment recommendation, or an offer to buy or sell any security. Investing involves risk. #TroySharpe #financesuccess #retirementplanning