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Navigating A Bear Market As A Soon-To-Be Retiree (Ep.111)
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Manage episode 339045075 series 2375064
You’ve done it. You’ve invested, saved, and properly allocated your money to live a fulfilling retirement. But now the economy has entered a bear market and you don’t have as much money as you thought.
A bear market can cause you to make knee-jerk reactions that can affect your retirement plan.
In this episode, Larry Heller, CFP® discusses how to navigate a bear market and shares some strategies to use when going through a bear market in retirement.
Larry discusses:
- How to find out your risk tolerance in a bear market
- How you can review and rebalance your asset allocation during a bear market
- What you should be doing with your cash right now
- Ways to remain calm when your portfolio continues to go down
- And more
Resources:
- Life Unlimited: Transitioning Into Retirement and Gaining a New Purpose with George Jerjian (Ep.110)
Connect With Larry Heller:
- Email Larry
- (631) 248-3600
- Schedule a 20-Minute Call
- Heller Wealth Management
101 episode
Seri yang sudah diarsipkan ("Feed tidak aktif" status)
When? This feed was archived on June 06, 2025 22:12 (). Last successful fetch was on February 27, 2024 01:59 ()
Why? Feed tidak aktif status. Server kami tidak mendapatkan feed podcast yang valid secara terus-menerus.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 339045075 series 2375064
You’ve done it. You’ve invested, saved, and properly allocated your money to live a fulfilling retirement. But now the economy has entered a bear market and you don’t have as much money as you thought.
A bear market can cause you to make knee-jerk reactions that can affect your retirement plan.
In this episode, Larry Heller, CFP® discusses how to navigate a bear market and shares some strategies to use when going through a bear market in retirement.
Larry discusses:
- How to find out your risk tolerance in a bear market
- How you can review and rebalance your asset allocation during a bear market
- What you should be doing with your cash right now
- Ways to remain calm when your portfolio continues to go down
- And more
Resources:
- Life Unlimited: Transitioning Into Retirement and Gaining a New Purpose with George Jerjian (Ep.110)
Connect With Larry Heller:
- Email Larry
- (631) 248-3600
- Schedule a 20-Minute Call
- Heller Wealth Management
101 episode
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