Weathering Market Volatility, Retirement Income and Risk Strategy cover art

Weathering Market Volatility, Retirement Income and Risk Strategy

Weathering Market Volatility, Retirement Income and Risk Strategy

Listen for free

View show details

About this listen

In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim discuss how to structure your retirement plan to withstand market turbulence and sequence of return risk. They break down the importance of understanding your willingness, need and ability to take risk, why consistent “mailbox money” matters in retirement, and how stress testing your portfolio can help protect your timeline. The conversation also covers guaranteed income sources, Social Security planning, annuities, budgeting for go-go retirement years and the value of education in making confident, informed financial decisions.

Connect with Haven Financial Group on all platforms! havenfinancialgroup.com facebook.com/havenfinancialgroup linkedin.com/company/haven-financial-group-mn instagram.com/haven_financial_group

No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.