Broker Check

Should I Reduce My Risk As I Near Retirement?

| October 28, 2019


One of the top questions I get asked from clients approaching retirement - "Should I reduce my portfolio risk as I near retirement?"

Unfortunately, it's not a one solution fits all kind of answer. It depends on a few different factors such as:

  • how you react to market volatility
  • how much income you need in retirement
  • the size of your overall portfolio
  • how long you plan on living

In this video I walk you through these different factors as well as a variety of approaches to find a solution, leaving you feeling comfortable and confident going into retirement.

Make sure you download The Ultimate Pre-Retirement Worksheet & Checklist to confirm you are taking the necessary steps to retire happy. As well as watch all the videos in this series - Things to Consider Before Retiring.