20 min listen
Here's How a Pension Should Change Your Investment Strategy
Here's How a Pension Should Change Your Investment Strategy
ratings:
Length:
26 minutes
Released:
Oct 17, 2023
Format:
Podcast episode
Description
James debunks common misconceptions about retirement portfolio allocation and explains how to factor in your pension, social security, and other fixed-income sources into your plan. He discusses the importance of dividends in assessing investment performance, risk capacity and tolerance, and how mastering them can help determine your optimal retirement portfolio allocation.Questions answered:How should you allocate your portfolio in retirement, considering pensions, social security, and other fixed-income sources?What is risk capacity, and how does it factor into portfolio allocation in retirement?Timestamps:0:003:34 The wrong way5:09 The right way5:14 Example 17:59 Risk capacity14:53 Example 219:05 Another consideration21:00 Risk tolerance21:40 Example 322:28 The emotional side24:35 OutroCreate Your Custom Strategy ⬇️ Get Started Here.
Released:
Oct 17, 2023
Format:
Podcast episode
Titles in the series (100)
How Will This Bear Market Impact Your Retirement? by Ready For Retirement