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.
Click here to watch!
The content on this page and/or video is for educational purposes only and should not be construed as investment advice. Specifically, the content is intended to provide education and tools for individuals looking to handle their retirement planning on their own. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or info@moranwm.com.
For disclosures, visit: MoranWM.com/disclosures