EPISODE · Mar 20, 2026 · 12 MIN
Sequence of Returns Risk: Protect Your Retirement from Early Market Dips
from A Smarter Way To Retire with Tony Leonardi, CFP® · host Anthony Leonardi
Sequence of returns risk can cut your retirement successrate by 50% if markets dip early.Tony Leonardi, CFP® explains how to use AI modeling, income floors, and annuities for tax-efficient retirement andconfident income planning. Timestamps: 00:00 – Intro & Why Sequence Risk Matters 01:00 – What Sequence Risk Really Is 04:00 – Real Client Stories 08:00 – Action Plan 12:00 – Free Resources Free Roth IRA Conversion Playbook 2026 Edition:leonardifamilywealthcare.com/roth-ira-conversion-playbook Free model build:calendly.com/anthony-leonardi-leonardifwc/15-minute-check-in-quick-questions-quick-answers Because there IS a Smarter Way to Retire. #SequenceOfReturnsRisk #TaxEfficientRetirement#RetirementIncomePlanning #ConfidentRetirement #WealthPreservation#RetirementFinancialAdvice
What this episode covers
Sequence of returns risk can cut your retirement successrate by 50% if markets dip early.Tony Leonardi, CFP® explains how to use AI modeling, income floors, and annuities for tax-efficient retirement andconfident income planning. Timestamps: 00:00 – Intro & Why Sequence Risk Matters 01:00 – What Sequence Risk Really Is 04:00 – Real Client Stories 08:00 – Action Plan 12:00 – Free Resources Free Roth IRA Conversion Playbook 2026 Edition:leonardifamilywealthcare.com/roth-ira-conversion-playbook Free model build:calendly.com/anthony-leonardi-leonardifwc/15-minute-check-in-quick-questions-quick-answers Because there IS a Smarter Way to Retire. #SequenceOfReturnsRisk #TaxEfficientRetirement#RetirementIncomePlanning #ConfidentRetirement #WealthPreservation#RetirementFinancialAdvice
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Sequence of Returns Risk: Protect Your Retirement from Early Market Dips
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