If you are retiring soon, you've most likely wondered if your asset allocation is too risky.
Some have called the period just before and after retirement the Retirement danger zone as it's a time where understanding how you should be invested matters for your long-term financial success.
After years of great returns in tech and large cap US stocks, many retirees could have bigger risks present in their allocations than they realize.
In today's episode, you'll learn why sequence of return risk has been called the retirement danger zone and how to prepare for it within the context of your retirement plan rather than by planning by generalized rules of thumb.
So many of us will be hoping for no tax surprises when preparing our tax returns this year.
This is why we want to provide you with a list of common tax surprises to watch for.
After working with hundreds of clients to prepare their tax returns, we’re sharing the latest tax surprises we see that could be helpful to know when completing your tax return this year.
****
📬 Get our Retire On Purpose Guide here.
📰 See the full show notes here
🌐 Explore the Retirement Podcast Network here