Dec 29, 2023
When it comes to investing, one of the most common concerns is how to achieve 'reasonable returns,' particularly as retirement approaches. The term 'reasonable' can be quite subjective and varies greatly from person to person. It's influenced by individual risk tolerance, financial goals, and the stage of life you're in. In the recent podcast episode of Money Wisdom, Jake Doser, CFP® will unravel the complexities behind crafting a personalized investment strategy that ensures retirement readiness without unnecessary risk.
Here’s some of what we discuss in this episode:
- Why the question is important and some background on what goes into the answer.
- How do you come up with your number?
- Why two households with the same assets might need two completely different plans.
- How do you come up with this number when you can’t predict what’s going to happen the next decade?
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