Insights on Sequence of Return Risk and Inflation Protection with Paul Obendorf episode artwork

EPISODE · Sep 8, 2023 · 25 MIN

Insights on Sequence of Return Risk and Inflation Protection with Paul Obendorf

from The Retirement Risk Show · host Dave Hall, CPA

In this episode, Dave Hall is joined by his partner Paul Obendorf to discuss two important retirement risks: sequence of return risk and inflation risk. They delve into the impact of sequence of return risk on retirees' portfolios, highlighting how retiring during market upswings versus downturns can drastically affect retirement experiences. But fear not, they also provide strategies to mitigate this risk! Plus, they explore the importance of generating income throughout retirement and how it can boost retirees' comfort levels. Tune in to learn how to minimize risks and make the most of your retirement years on this informative episode!Key Takeaways: Sequence of return risk is one of the most important risks to consider in retirement. It refers to the impact of market performance on your portfolio when you start taking withdrawals.Creating a separate income bucket, such as through a fixed indexed annuity, can help protect your retirement income from market downturns and eliminate sequence of return risk.Guaranteed income streams from annuities can provide a level of security and peace of mind during retirement, even if the markets fluctuate.For more information on the risks facing your retirement or how you can protect your retirement from the risks you will face, visit www.retirementriskadvisors.com. Want to learn directly from Dave what it takes to protect yourself from running out of money in retirement? Sign up for our next LIVE masterclass here! Support the showFollow us on Instagram: @retirementriskadvisorsLike us on Facebook: Retirement Risk Advisors

Episode metadata supplied by the publisher feed · Published Sep 8, 2023

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In this episode, Dave Hall is joined by his partner Paul Obendorf to discuss two important retirement risks: sequence of return risk and inflation risk. They delve into the impact of sequence of return risk on retirees' portfolios, highlighting how retiring during market upswings versus downturns can drastically affect retirement experiences. But fear not, they also provide strategies to mitigate this risk! Plus, they explore the importance of generating income throughout retirement and how i...

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Insights on Sequence of Return Risk and Inflation Protection with Paul Obendorf

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