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Victor Medina에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Victor Medina 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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Strategies to Combat Five Major Risks in Retirement

16:59
 
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Manage episode 407397493 series 3560500
Victor Medina에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Victor Medina 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

We all know there are risks associated with financial planning, but most people don’t realize how many different types of risks they actually face in retirement. Let’s unpack five major risks associated with retirement and discuss how to combat them head-on.

Here are some of what we discuss in this episode:

  • Market risk might be the most common risk you think so how do you design a balanced portfolio that doesn’t impact your ability to spend. (2:07)
  • How interest rates impact you and the risk they create in your portfolio. (4:29)
  • The inflation risk is obvious today but how do you account for it in low interest years? (6:55)
  • Tax rate risk comes in a couple different forms. (9:38)
  • Many people overlook the longevity risk to retirement but it can supercharge the other risks associated with retirement. (12:44)

About Retirease Radio:

Retirease Radio is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.

Connect:

Medina Law Group: https://www.jerseyestateplanning.com/

Palante Wealth Advisors: https://palantewealth.com/

  continue reading

283 에피소드

Artwork
icon공유
 
Manage episode 407397493 series 3560500
Victor Medina에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Victor Medina 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

We all know there are risks associated with financial planning, but most people don’t realize how many different types of risks they actually face in retirement. Let’s unpack five major risks associated with retirement and discuss how to combat them head-on.

Here are some of what we discuss in this episode:

  • Market risk might be the most common risk you think so how do you design a balanced portfolio that doesn’t impact your ability to spend. (2:07)
  • How interest rates impact you and the risk they create in your portfolio. (4:29)
  • The inflation risk is obvious today but how do you account for it in low interest years? (6:55)
  • Tax rate risk comes in a couple different forms. (9:38)
  • Many people overlook the longevity risk to retirement but it can supercharge the other risks associated with retirement. (12:44)

About Retirease Radio:

Retirease Radio is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.

Connect:

Medina Law Group: https://www.jerseyestateplanning.com/

Palante Wealth Advisors: https://palantewealth.com/

  continue reading

283 에피소드

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