Latest / Legacy Beyond Wealth with Rob Shelton
Why Sequence of Returns Risk Matters in Retirement
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One of the biggest risks in retirement isn’t just market performance, it’s timing. Rob explains sequence of returns risk and why two investors with identical average returns can experience completely different outcomes depending on when those returns occur. You’ll also hear about some practical strategies to help protect your income and avoid emotional decisions when markets get volatile.
Here’s what we discuss in this episode:
⏱️ Early Years Matter: First years are most vulnerable…
The skinny
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