Could a market downturn at the wrong time have a greater impact on your retirement than you expect? In this episode, Brandon Bowen discusses sequence of returns risk and why market losses can be especially challenging for retirees who are drawing income from their portfolios. He explains how strong market performance can sometimes create a false sense of security, the importance of balancing growth with income planning, and why investors nearing retirement may want to evaluate their risk exposure. Plus, Brandon shares a real-world example of how market volatility affected a retiree’s portfolio and the lessons it offers for retirement planning.
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