Retirement is one of the most significant changes that you will manage in your life. It takes not just careful financial planning, but also careful life planning as well. 

🎥 See a video recap here

Our guest today, Susan Bradley, is the author of Sudden Money and the founder of the Sudden Money Institute. She is also a Certified Financial Planner (CFP) and a Certified Financial Transitionist (CFT). We discuss how best to prepare for the retirement transition

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📬 Tips each month to help you reach your Ideal Retirement. Subscribe to the Financial Symmetry newsletter and receive a free Market Volatility Playbook.

📰 See the full show notes here

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In today’s video, we discuss several questions of what we can learn from last year’s investing experience and what we could expect for 2023.

• Why 2022 was a challenging year in stock and bond markets?
• What was historic about the year for bond returns?
• Could there be a silver lining for stock returns?
• How do markets react in the years after a down year in stocks?
• The range of emotions when holding a diversified portfolio
• Why you’ll always hate something in your portfolio
• Which 7 stocks held back the S&P 500 in 2022?
• When does a growth stock become a value stock?
• What 6 different “expert” companies are predicting for returns over the next 10 years?
• Why does having an investment plan informed by a financial plan matter?
• Do you have a monitoring process to know when or when not to act with your portfolio?

Listen in to see how lessons from last year can help you move forward with confidence. 

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📬 Tips each month to help you reach your Ideal Retirement. Subscribe to the Financial Symmetry newsletter and receive a free Market Volatility Playbook.

📰 See the full show notes here

🎥 See a video recap here

🎯 Subscribe to not miss future episodes here