The Mind Money Spectrum Podcast
Graystone Advisor, LLC is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempt from registration.
Investing Forever LLC (d/b/a, Investing Forever Advisory) is a registered investment adviser offering advisory services in the State of Florida and in other jurisdictions where exempted.
The Mind Money Spectrum Podcast
#12. Sequence of Returns Risk: Why the first few years of withdrawals are the most critical.
In this episode, Aaron and Trishul discuss Safe Withdrawal Rate research, focusing on "Sequence of Returns Risk"; how the returns in the first few years of withdrawals after retirement disproportionately affect the rest of your life. Given this importance, how do you balance short and long-term goals when taking current withdrawals that need to last your lifetime? By understanding spending, investment, and longevity risk, you can choose which planning risks you want to take on, and how to make adjustments along the way.
Episode References
Five Surprising Facts About Widowhood
The Impact of the Sequence of Investment Returns
You're Likely to Live Longer if You Retire After 65
Safe Withdrawal Rates With Decreasing Retirement Spending
Sequence of Return Risk in Retirement
Managing the Portfolio Size Effect
Podcast Description
Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com.
Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Bay Area Financial Planner with GraystoneAdvisor.com, and Trishul is an East Coast Wealth Manager (InvestingForever.com). MindMoneySpectrum.com and YouTube.
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