• Ep 7: Risk Tolerance

  • 2022/09/15
  • 再生時間: 14 分
  • ポッドキャスト

  • サマリー

  • One of the most important factors in a financial plan is the amount of risk you have in your portfolio. You never want to lose sight of how much risk you are comfortable with because this can cause fear, worry, and irrational decisions. Risk varies from person to person, so it’s vital to get your risk tolerance customized to your comfort levels and not in a one-size-fits-all plan. John talks about the considerations he goes through when determining someone’s risk and how a bucket strategy can be quite effective with risk concerns.

    More Info:

    Call John at 678-288-4520 or by visiting him online at https://reliastarcapital.com where you can access more retirement planning resources.

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あらすじ・解説

One of the most important factors in a financial plan is the amount of risk you have in your portfolio. You never want to lose sight of how much risk you are comfortable with because this can cause fear, worry, and irrational decisions. Risk varies from person to person, so it’s vital to get your risk tolerance customized to your comfort levels and not in a one-size-fits-all plan. John talks about the considerations he goes through when determining someone’s risk and how a bucket strategy can be quite effective with risk concerns.

More Info:

Call John at 678-288-4520 or by visiting him online at https://reliastarcapital.com where you can access more retirement planning resources.

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