Is Playing It Safe Putting Your Retirement at Risk?
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Is Playing It Safe Putting Your Retirement at Risk?
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Can playing it too safe in retirement create a different kind of risk? Financial advisor Jimmy Lin explores the balance between protecting your savings and keeping pace with inflation over a potentially decades-long retirement. He discusses the drawbacks of being overly aggressive or overly conservative, why retirement portfolios may need different “buckets” for liquidity, income, and long-term growth, and how individual goals, income sources, and risk comfort can shape a retirement strategy.
If you want to begin the conversation on helping turn your retirement savings into income, preserving your retirement assets, and optimizing your taxes throughout retirement, go to rightpathwm.com and set up a meeting with Jimmy and the team or call 702-805-7000.
Hear Jimmy Lin on “Right Path to Retirement Radio” each Saturday at 12 noon on News and Talk Radio 840 KXNT
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See omnystudio.com/listener for privacy information.