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17min chapter
Q&A: How Much Risk Should My Mom Take in Retirement?
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Navigating Retirement Asset Allocation
This chapter explores retirement asset allocation strategies, particularly for those traditionally conservative investors. The speakers emphasize balancing short-term needs with long-term growth, managing sequence of returns risk, and considering emotional responses to market volatility. Additionally, they discuss the importance of social connections and community support in retirement planning, especially when contemplating relocation for cost savings.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode