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Retiring in a Down Market

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Manage episode 491722269 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
New retirees are entering a period of market uncertainty, and with time no longer on their side, the idea of drawing on assets that may be down can be far from ideal. Donna and Nathan discuss ways new retirees can mitigate sequence of return risk in their portfolios. Also on MoneyTalk, the problem with timing the market, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/26/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.

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100 episodes

Artwork
iconShare
 
Manage episode 491722269 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
New retirees are entering a period of market uncertainty, and with time no longer on their side, the idea of drawing on assets that may be down can be far from ideal. Donna and Nathan discuss ways new retirees can mitigate sequence of return risk in their portfolios. Also on MoneyTalk, the problem with timing the market, and Stock Trivia: Two Truths and a Lie. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®; Air Date: 6/26/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

See omnystudio.com/listener for privacy information.

  continue reading

100 episodes

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