Welcome to another episode of The Planning for Retirement Podcast. I’m your host, Kevin Lao!
2020-2023 brought about legitimate market volatility, the first we’ve experienced since The Great Recession of 2008. I thought I would share some common mistakes I’ve personally seen retirees make over the last few years to highlight the importance of having a disciplined, unemotional, repeatable, investment process.
I’ll also highlight some of the key metrics we are watching in 2024 and how we are currently managing risk in portfolios.
Here are some of the links I referenced in the show:
– Economic Trends in Equity Markets
– What do the markets do after rate cuts are over?
– What do the markets do when there is a Presidential election?
– 2004 – 2023 Periodic Table of Returns
– Magnificent 7 vs. the market
I always love to hear from you all, so never hesitate to email me directly; at kevin@imaginefinancialsecurity.com
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You can start with our Retirement Readiness Questionnaire linked on our website so we can learn more about how we can help in your journey to and through retirement.
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This is for general education purposes only and should not be considered as tax, legal, or investment advice.
