(800) 644-1150

Is Sequence of Returns Risk a Threat to Your Nest Egg?- Episode 154

After years of building your savings, there are a number of scenarios that threaten to deplete it. One of them is called Sequence of Returns Risk. Simply put, this means that if you retire just when the stock market takes a downturn, and you’re selling stocks to provide yourself with an income, you’re courting disaster.

What can you do about this? The answer may be as easy as choosing the right withdrawal strategy.

Learn more from “Professor” Rick Plum, CFP® and podcast host Johnny Dean on this week’s episode of Managing Your Financial Future!

Important Information:

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy will be profitable for a client's or prospective client's portfolio, thus, investments may result in a loss of principal.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

Start Your Strategy

Personalized investment advice and support to help grow your portfolio