Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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Sequence of Returns Risk
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Manage episode 490630574 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
As an early investor, the risk of loss is balanced by your expected time in the market, but for those approaching retirement, loss of principle can be a major risk as you begin to draw income from your investments. Donna discusses how sequence of returns risk can play a major role in your ability to meet your retirement goals. Also, on our MoneyTalk Moment in Financial History, our hosts tell the story of how Charles Schwab helped to bring Wall Street to the middle class. Hosts: Donna Sowa Allard, CFP®, AIF®, Nathan Beauvais, CFP®, CIMA® & Steven Beauvais; Air Date: 6/18/2025; Original Air Dates: 6/26/2023 & 6/5/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!
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See omnystudio.com/listener for privacy information.
100 episodes
MP3•Episode home
Manage episode 490630574 series 2280163
Content provided by Westwood One Podcasts and Cumulus Providence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Westwood One Podcasts and Cumulus Providence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
As an early investor, the risk of loss is balanced by your expected time in the market, but for those approaching retirement, loss of principle can be a major risk as you begin to draw income from your investments. Donna discusses how sequence of returns risk can play a major role in your ability to meet your retirement goals. Also, on our MoneyTalk Moment in Financial History, our hosts tell the story of how Charles Schwab helped to bring Wall Street to the middle class. Hosts: Donna Sowa Allard, CFP®, AIF®, Nathan Beauvais, CFP®, CIMA® & Steven Beauvais; Air Date: 6/18/2025; Original Air Dates: 6/26/2023 & 6/5/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!
…
continue reading
See omnystudio.com/listener for privacy information.
100 episodes
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