Personal Financial Planning Considerations for Executives

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Most investors are terrified of market volatility, and those retirees that experience it in the first few years of retirement could face retirement spending shortfalls.  This podcast will outline one strategy to manage the dangers of sequence of return risk through adjusting asset allocation in retirement.
This podcast will cover:

1. Insight on how the sequence of returns shapes the outcome of your portfolio.
2. An overview of an asset allocation strategy to mitigate “Sequence of Return Risks.”
3. Critical questions to ask yourself to help ensure your financial well-being.

Wealth Advisors Carmen Grinkis and Jonathan Bloom, AAFCPAs Wealth Management, provide listeners with insight and considerations for reaching your short and long-term personal financial goals, while controlling risks and optimizing after-tax results.

This audio session was recorded live at AAFCPAs’ May 3^rd, 2017 Annual Nonprofit Educational Seminar. Slides may be downloaded by clicking here. >>

Watch this video clip (2 min 05 sec) for a summary; and then download the full audio of the session recorded May 3^th, 2017 at AAFCPAs’ Annual Nonprofit Educational Seminar.

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AAF Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where AAF Wealth Management and its representatives are properly licensed or exempt from licensure. This blog is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by AAF Wealth Management unless a client service agreement is in place.