I'm excited to share Part II of my conversation with Ph.D. Alex Murguia. Alex is a "go-to" expert when it comes to any finance-related topic, as he has a unique ability to combine an academic proficiency with humor and real-world experience. I hope you enjoy today's show, and don't forget to take advantage of completing your own RISA Assessment too!
*this episode was recorded in video format: YouTube
On today's show, we discuss:
1) Does our tolerance for market turbulence change throughout retirement?
2) Why is it so important to identify our "retirement income style" (and what are the 4 styles)?
3) Instead of unproductive behaviors like trying to time the market, what are some worthwhile steps we can take in retirement?
4) Why is it important to know your plan's "funded ratio," and what are some of the shortfalls of the more traditional approach called "probability of success?"
*Take a complimentary RISA Assessment
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