Webinar & Case Study: Investing in Retirement
As you begin to draw down your retirement savings, it is tempting to move away from volatility and growth to more stable investments. The danger is that you're trading one type of risk for another. There is a lot of nuance when it comes to investing in retirement and its important to explore the different options within your own retirement. In this webinar we'll explore investment strategies in retirement. We'll challenge the standard advice of increasing bond allocation, discuss cash wedges and explore, through 2 case studies, how you can use the Adviice platform to find the right investment strategy for your plan. This is not investment advice. We recommend discussing investment decisions with your investment advisor or financial planner. 5:10 - Balancing Risks in Retirement 8:16 - Asset Allocation Fundamentals and Rules of Thumb 13:06 - Key Considerations around Investment Fees 16:19 - How Adviice Projects Future Rate of Return 25:00 - Case Study #1: Comparing Asset Allocation Strategies in Retirement 39:43 - Fundamentals of Sequence of Returns Risk 41:33 - Building a Cash Wedges Strategy with Adviice 46:24 - Case Study #2: Managing Risk in Retirement Please let us know if you have a webinar topic you’d like us to explore. -- Start your own retirement plan! https://adviice.ca/retirement-plannin... Don't have a detailed retirement plan yet? Start your retirement plan for just $9. This includes a comprehensive 30-day email/video course with detailed instructions. -- Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities. Before making any financial decision, you should review your situation with a financial planner.
