How to Navigate TIMING Risk

YouTube video

While most financial firms speak on market risk ad nauseam, we like to avert our attention to ๐˜๐—ถ๐—บ๐—ถ๐—ป๐—ด ๐—ฟ๐—ถ๐˜€๐—ธ. Thatโ€™s because Theia Financial thinks differently when it comes to retirement planning. When you leave your money in the marketplace, particularly in the first ten years of retirement, you are ๐˜€๐˜‚๐˜€๐—ฐ๐—ฒ๐—ฝ๐˜๐—ถ๐—ฏ๐—น๐—ฒ ๐˜๐—ผ ๐—น๐—ฎ๐—ฟ๐—ด๐—ฒ ๐—น๐—ผ๐˜€๐˜€๐—ฒ๐˜€ ๐—ฎ๐—ป๐—ฑ ๐—ฝ๐—ผ๐˜๐—ฒ๐—ป๐˜๐—ถ๐—ฎ๐—น๐—น๐˜† ๐—ฎ ๐—ฏ๐—น๐—ฒ๐—ฎ๐—ธ๐—ฒ๐—ฟ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ณ๐˜‚๐˜๐˜‚๐—ฟ๐—ฒ.

Why rely on luck and external factors for your quality of life in your golden years when you could mitigate that risk? Structure your retirement plan so that your ๐˜ƒ๐—ฎ๐—ฟ๐—ถ๐—ผ๐˜‚๐˜€ ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—บ๐—ฒ๐—ป๐˜๐˜€ ๐—ฆ๐—จ๐—ฃ๐—ฃ๐—ข๐—ฅ๐—ง ๐˜†๐—ผ๐˜‚๐—ฟ ๐—ถ๐—ป๐—ฐ๐—ผ๐—บ๐—ฒ ๐—ป๐—ฒ๐—ฒ๐—ฑ, not provide the majority of it! In this episode of ๐™๐™๐™š ๐˜ผ๐™˜๐™˜๐™ค๐™ข๐™ฅ๐™ก๐™ž๐™จ๐™๐™š๐™™ ๐™’๐™ค๐™ข๐™–๐™ฃยฎ, Cathy sits down with Kristin Oakley to discuss strategies to mitigate timing risk, different types of investors, and the importance of a ๐—ฝ๐—ฟ๐—ผ๐—ฎ๐—ฐ๐˜๐—ถ๐˜ƒ๐—ฒ, ๐—ช๐—ฅ๐—œ๐—ง๐—ง๐—˜๐—ก ๐˜€๐˜๐—ฟ๐—ฎ๐˜๐—ฒ๐—ด๐˜†!

Want to learn more? Read our blog post, “Will a Recession Rob Your Retirement?

๐—›๐—ฎ๐˜ƒ๐—ฒ ๐˜€๐—ฝ๐—ฒ๐—ฐ๐—ถ๐—ณ๐—ถ๐—ฐ ๐—พ๐˜‚๐—ฒ๐˜€๐˜๐—ถ๐—ผ๐—ป๐˜€ you would like to address with Cathy and the team at Theia Financial directly? Book a complimentary visit here!

Ready to talk about retirement?

Schedule A Call

DISCLOSURE: Theia Financialยฎ is an independent financial services firm helping individuals create retirement strategies using a proprietary planning process and insurance products to custom suit their needs and objectives.

Investment advisory services offered by Peter Mendell through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Theia Financial are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

None of the information contained on this channel shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this channel refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this channel are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individualโ€™s situation.