Tag Archives: Planning

Retirement Threats — Part 2 — With Adam Rolewicz



While most people know that the market can impact the value of their portfolio, not everybody realizes that other elements, like the sequence in which you withdraw from your investments, can also impact your portfolio’s value.

In part 2 of our retirement threats mini-series, Iván Watanabe chats with Adam Rolewicz about the sequence of returns risk and how it can affect your retirement. Adam defines this type of risk and its effects and shares ways you can plan ahead for this type of risk. 

In this episode, you will learn:

  • About the sequence of returns risk 
  • How the market impacts the sequence of your returns 
  • Why you should consider cultivating assets outside of the market 
  • The importance of being open-minded when planning for retirement 
  • And more!

Tune in to learn different planning techniques that can help you avoid timing the market — and your retirement!

Retirement Threats Mini-Series:  Part 1

Resources:  

Opus Private Client, LLC | Iván Watanabe | Adam Rolewicz

 


Retirement Threats — Part 1 — With Lou Mohn



What concerns you most when it comes to your retirement?  

Today, we launch a new five-part mini-series on retirement threats and how Opus Private Client helps clients avoid them through our WealthStyle planning process.

In part one, join Iván Watanabe and Lou Mohn as they explore health, lifestyle, and financial planning as areas of concern for pre-retirees — and how forward-thinking planning can help you address these concerns.

In this episode, you will learn:

  • What retirement means to Lou
  • Lou’s recommendations for achieving longevity and minimizing health risks
  • The importance of planning for certainty 
  • The role of annuities in financial planning 
  • And more!

Tune in and find out how proactive planning can help you enter retirement with confidence and clarity!

Resources:  Opus Private Client, LLC | Iván Watanabe | Lou Mohn