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Underestimating Retirement Expenses

Hosted by: Laura Hawley Special guest: Dana Hurley

December 5, 2018

Host
Laura Hawley – CFP®, President at Allen & Company

Co-Host
Dana Hurley – Financial Advisor at Allen & Company

In this episode, we discuss Retirement Expenses, how the Market may affect your Nest Egg, uncertainty with the Market’s volatility, and how to keep Market volatility in perspective. We will also look at two of the many factors that affect your Retirement Funds, how to insure and protect your Wealth during Retirement, Holiday Budgeting, and much more.

 

The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. There is no assurance that the techniques and strategies discussed are suitable for all individuals or will yield positive outcomes. To determine which strategies may be appropriate for you, consult with your attorney, accountant, and financial advisor or tax advisor prior to making a decision.

 

In this episode we cover:

  • Historical Market issues, and how Market volatility can affect your financial goals (1:19)
  • How Sequence of Risk may affect your Retirement Planning (8:52)
  • Diversification within Portfolios and how to help take away some risk (12:57)
  • How Interest Rates affect your Risk and Allocations, and the role the media plays in the Market (16:12)
  • Planning and how Budget plays a key role in your overall Financial Plan. (20:43)
  • The Holidays and realistic financial planning during spending season (30:30)

Links From the Show:

Tweetable Topics:

You need to have cash set aside for the future. – Dana Hurley, Financial Advisor at Allen & Company

It’s not just about when you retire, but how you’re taking money out. – Laura Hawley, CFP®, President at Allen & Company

If you’ve got good quality investments, there’s no reason to make a major change in mixed volatility. – Dana Hurley, Financial Advisor at Allen & Company

The longer you can keep that nest egg intact, the better off you’ll be long term. – Dana Hurley, Financial Advisor at Allen & Company

First and foremost, it’s so important to make sure you are doing some planning. – Laura Hawley, CFP®, President at Allen & Company

A plan is only as good as the information you’re giving. – Dana Hurley, Financial Advisor at Allen & Company

Connect with:

Laura Hawley – CFP®, President at Allen & Company
Allen & Company – Laura Hawley

Dana Hurley – Financial Advisor at Allen & Company
Allen & Company – Dana Hurley
LinkedIn – Dana Hurley

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