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The 3 Biggest Risks Facing Your Portfolio Today- Season 5: Episode 1

No matter how much you save throughout your life, or how diligently you work to maintain your level of wealth, you can never really be sure that the money you’ve accumulated — the money you need to live on throughout your retirement — will last as long as you do.  That thought can be more than a little unsettling.

The risks to your portfolio are many, and not all of them happen later in life.  But with careful planning, you may be able to mitigate those risks and perhaps take some of the worry away as well.

In this episode of Managing Your Financial Future, show host Johnny Dean speaks with “Professor” Rick Plum, CFP® about what Rick believes are the three biggest risks facing your portfolio, and what you may potentially be able to do about them.  Tune in to the podcast to find out more!

Important Information:

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

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.

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