In this episode I talk about something called "Sequence of Returns Risk". What happens if your portfolio falls in your first year of retirement? What happens if the market has consecutive negative years early in your retirement or right before you retire? How do you plan for that scenario? How can you build your financial plan so you are prepared for a unfavorable sequence of returns early in retirement?

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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.

This is a hypothetical situation based on real life examples. Names and circumstances have been changed.

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