• Annuities vs Sequence of Returns Risk

  • 2024/03/28
  • 再生時間: 8 分
  • ポッドキャスト

『Annuities vs Sequence of Returns Risk』のカバーアート

Annuities vs Sequence of Returns Risk

  • サマリー

    • 00:13 Sequence of returns risk emphasizes the order of receiving returns, impacting retirement outcomes significantly.
    • 02:16 Average returns don't determine retirement success; actual returns and their sequence matter more.
    • 03:36 Positive sequence of returns can substantially improve retirement outcomes, even with the same average returns.
    • 04:30 Diversification helps mitigate sequence of returns risk, commonly seen in a 60/40 portfolio allocation.
    • 05:12 Utilizing a combination of income annuities and investment funds can provide a balanced approach to retirement planning.
    • 06:08 ️ Retirement planning should focus on using various financial products strategically for a secure and favorable long-term outcome.
    続きを読む 一部表示

あらすじ・解説

  • 00:13 Sequence of returns risk emphasizes the order of receiving returns, impacting retirement outcomes significantly.
  • 02:16 Average returns don't determine retirement success; actual returns and their sequence matter more.
  • 03:36 Positive sequence of returns can substantially improve retirement outcomes, even with the same average returns.
  • 04:30 Diversification helps mitigate sequence of returns risk, commonly seen in a 60/40 portfolio allocation.
  • 05:12 Utilizing a combination of income annuities and investment funds can provide a balanced approach to retirement planning.
  • 06:08 ️ Retirement planning should focus on using various financial products strategically for a secure and favorable long-term outcome.

Annuities vs Sequence of Returns Riskに寄せられたリスナーの声

カスタマーレビュー:以下のタブを選択することで、他のサイトのレビューをご覧になれます。