Aug 30, 2022
Do you know your own risk numbers? If not, your portfolio might be out of whack, and it's easy to be frustrated by returns, frightened into cash holdings, and as a whole, it's harder to hit your retirement goals.
We start off today's episode with a quick story about two farmers, Melvin and John. We next move into what our firm calls your "Risk Profile" made up of 3 scores: your risk preference, your risk capacity, and the risk score of your current portfolio.
We finish up by talking through the PDF visual that you can find below by clicking "Additional Resources," and we offer you the opportunity to discover your own Risk Profile by completing the risk assessment linked below.
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Resources mentioned on today's show:
For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch
You can also find Loren at shermanl@integrityguidance.com