Balancing Risk in Your Retirement Plan with Trent Grzegorczyk

June 3, 2025

As you approach or enter retirement, one of the most important—and often confusing—questions is: Am I taking too much risk… or not enough?

In this video, Trent Grzegorczyk, Senior Vice President at Moran Wealth Management®, shares how pre-retirees and recent retirees can align their investment risk with their actual goals.

We cover:

How to calculate your required rate of return
The possible dangers of being too conservative
The overlooked risk of sequence of returns and how to better prepare for it
Why stress testing your plan matters
A practical way to match each account to a specific goal

Whether you’re years out from retirement or already there, now is the time to assess your portfolio with strategy, not guesswork.

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