Why Longevity MATTERS In Building Your Financial Plans For Retirement (Your Money SHOULD OutLive You) (Ep. 3)
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How long will you live?
You might be lucky enough to reach your 90s, so what do you need to do now to make sure that your retirement savings last your lifetime?
Join Terry Wheeler as he dives into the concerns of longevity, the importance of long-term planning, and how changing retirement income sources impact retirement planning. He also examines the impact of market fluctuations on retirement portfolios, highlighting the critical importance of implementing defensive strategies.
Terry discusses:
- What strategies can be employed to address longevity risk
- When is it important to understand longevity and the quality of years in retirement
- How does market volatility impact retirement savings
- What are volatility buffers, and how can they protect against market downturns
- And more
Connect with Terry Wheeler:
Terry Wheeler is an Investment Adviser Representative of WE Alliance Wealth Advisors, Inc., a SEC-registered investment adviser located in Roseville, CA.
The information presented is for educational purposes only. No listener should assume that any discussions or information presented serves as the receipt of, or a substitute for, personalized advice from WE Alliance Wealth Advisors, Inc. or from any other investment professional and is not intended as an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. WE Alliance Wealth Advisors, Inc. is not a law firm or accounting firm, and no portion of this Podcast should be interpreted as legal, accounting, or tax advice. Information expressed does not take into account your specific situation or objectives and is not appropriate for every individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.