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.