How to Effectively Explain our Root Reserves Investment Strategy
Most retirement portfolios start the same way.
A risk tolerance questionnaire.
A model allocation.
A 60/40 or 70/30 portfolio.
But that approach misses the most important question: how does the portfolio actually support a client’s retirement spending plan?
In this episode, James walks through the framework Root Financial uses to design retiree portfolios — and more importantly, how advisors can explain that framework in a way clients truly understand.
Instead of starting with percentages, the process begins with risk capacity. How much income must come from the portfolio? How long do bear…
The skinny
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