Sequence of Returns: The Largest Risk You Haven’t Considered

When planning for retirement, most people focus on the rate of return their investments will yield. However, there's an often overlooked risk that can significantly impact your financial future: the sequence of returns. In this podcast episode, David explains why the order in which you earn returns can arguably be more important than the rate itself.

 

Here’s some of what we discuss in this episode:

• What is sequence of return risk, and why is it important in financial planning?
• How does the order of investment returns impact retirement outcomes?
• What are some strategies to mitigate sequence of return risk?

 

Download the Sequence of Returns PDF HERE!

 

For additional resources or to contact David, visit us online at http://coveryourassetskc.com or call 913-317-1414.