Feeling held back by fears, negativity and doubts about your retirement portfolio, even if you’ve already put in all the necessary planning and work? You’re not alone - As a CFP® Professional, I’ve worked with thousands of clients entering or already immersed in retirement and have put together a list of the top 6 financial considerations needed in order to let go and enjoy your retirement.
🔑 Jump right in:
00:43 Your Happy Place in Retirement
01:00 1st Key: Shift Your Focus Away From Trying to Maximize Your Return
01:31 Understanding Your Risk Tolerance in Investing
03:35 What is a Risk-Adjusted Return?
04:26 2nd Key: Look at Your Investments for What They Actually Are: Tools for Retirement Planning
04:54 Purpose of Stocks in Accumulation vs. Retirement Phases
05:53 3rd Key: Accept That You’re in the Distribution Phase
07:38 4th Key: Understand the Value of Secure Income in Retirement
08:06 The More Sources of Income You Have, The Happier You Will Be
08:20 The Power of Social Security
09:25 5th Key: Stop Looking at Short-Term Outcomes
10:16 What to Do When Your Portfolio or the Market is Down
10:31 6th Key: Don’t Look at Your Accounts More Than Once a Month
#retirementplanning #CFP #retirementincome
➡️ Do you need a Retirement Success 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: click2retire.com/6-keys-happy...
💭 Have questions or specific scenarios you'd like us to explore in future videos? Leave a comment below, and we may feature it in an upcoming episode. Your feedback is invaluable to us!
🎥 Subscribe to our channel for more content like this! click2retire.com/subscribe
✉️ Sign up to receive our monthly retirement email series here click2retire.com/yt-newsletter
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.
1 авг 2024
