This summer I began a vigorous research project of stress testing client retirement portfolios.
I am not too worried. But I was particularly concerned about how much damage a bear market at the start of a client’s retirement could do.
In this video I discuss what happens to a seemingly well-funded retirement portfolio when someone retires during a bear market.
I also discuss alternate approaches. Which I will cover in a near future video. Using RIIA-endorsed strategies of:
- taking a Household Balance Sheet view,
- proper Retirement Allocations planning and
- building a solid floor
All of these will be covered in more depth in my (likely) next video).
For more info on RIIA and our approach:
www.riia-usa.org – main site
The Value of an RMA – value of a Retirement Management Analyst and RMA approach
Thanks for watching.
Remember to 80/20 Your Money (and your entire life)!
