Retirement Advisor: Some Risks Are Unaffordable (Podcast)

Jun. 25, 2020 7:00 AM ET3 Comments9 Likes
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SA For FAs
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Summary

  • The “The Baby Boomer Investing Show,” produced by Ron Surz and Kathy Tarochione, offers a perspective void of Wall Street sloganeering, combined with a rare financial sophistication.
  • Surz shows how Wall Street slogans like “stocks for the long run” seldom hold up to the lifecycle requirements of a 65-year-old versus a 40-year-old.
  • He also discusses a long list of current risks, any one of which could derail boomers who must make portfolio withdrawals for their retirement income.

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The “The Baby Boomer Investing Show,” produced by Ron Surz and Kathy Tarochione, offers a perspective void of Wall Street sloganeering, combined with a rare financial sophistication.

This podcast (8:34) considers why the lifecycle matters so much, explaining why near and new retirees shouldn’t risk what they cannot afford to lose.

This article was written by

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GIL WEINREICH - Author of "The Mentor," a unique parable for financial advisors and those who aspire to become one. I have worked in the FA arena since 1997, and during that time, the New York State Society of CPAs twice awarded its prestigious Excellence in Financial Journalism award to me for a monthly column I wrote on business ethics. Previously, I reported on international news for Voice of America (where I was awarded a newsroom writing award) and prior to that worked as an editorial assistant at U.S. News and World Report. I live with my wife and children amidst the verdant and vibrant hills and dales of Jerusalem.
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Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: Disclosure: The views and opinions expressed herein are those of the host and do not necessarily reflect the views of MassMutual, its affiliates, or its employees.

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