Sequence of Returns Risk With Investing Near/In Retirement

Retire Ready with Kyle Hammerschmidt

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This episode goes into the intricacies of investing in retirement, focusing on long-term S&P growth, sequence of returns risk, and bucket approaches. It emphasizes the impact of market volatility on retirement income and the importance of strategic investment decisions. The episode concludes with a call to action for seeking professional advice.
Takeaways

• Understanding the impact of market volatility on retirement income
• The importance of strategic investment decisions in retirement planning
• The significance of sequence of returns risk in retirement investing
• The value of seeking professional advice for retirement planning

How Long It Takes To Recover Source
2000-2009 S&P 500 Source
2010-2019 S&P 500 Source
2000-2023 S&P 500 Source
S&P 500 Long Term Returns Source

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Disclosure: You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. This podcast is intended for educational purposes only. Nothing in this podcast constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. MOKAN Wealth Management is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.