Don't Worry, Retire Happy
A successful retirement is going to depend on our answers to these 2 questions:
number guaranteed lifetime income do we have?
How much guaranteed lifetime income do we have?
Have we taken the key risks off the table?
With retirement we're dealing with:
Order of return risk
Withdrawal rate risk
We may need long-term care
We may die… To name a few!
But the #1 risk in retirement - is LONGEVITY RISK.
Why? Because longevity isn’t just a risk. It’s a risk multiplier of ALL THE OTHER RISKS.
Date and Time
Thu, Aug 24, 2023
12:00p - 1:00p EST