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Big Picture Retirement

Planning for, or already enjoying, your retirement? This is the show for you. The success of your retirement hinges on how well you connect the dots between legal, tax, and financial planning. Join hosts attorney John Ross and financial planner Devin Carroll as they dig beneath the surface to help you gain the confidence and clarity needed to navigate your retirement journey successfully.
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Now displaying: Page 1
Feb 19, 2024

In this episode, we explore an unrefined, yet accurate, approach to determining your risk tolerance. 

Beyond traditional risk tolerance questionnaires that often fluctuate with market conditions, we introduce two key criteria:

Freak Out Number - Discover how to assess your decline tolerance in dollar terms, examining at what point you'd feel the need to make significant changes to your portfolio. We address the impact of market fluctuations on risk perception and why it's essential to cut the 'freak out number' in half during turbulent times. 

Required Growth as Dictated by Your Financial Plan - Understand the importance of aligning your portfolio's risk level with your retirement income plan. Find out why a well-funded plan might allow for a lower-risk approach, while a distribution-heavy plan may require a different strategy.

If you’re thinking "I love the Big Picture Retirement podcast” please consider rating and reviewing this show! This helps us support more people -- just like you -- move toward a confident retirement. Just scroll down to the “ratings and reviews” section, tap to rate with five stars, and select “Write a Review.” Then be sure to let us know what you loved most about the episode!

Also, if you haven’t done so already, follow the podcast. We’re adding new content every week and if you’re not following there’s a good chance you’ll miss out. Follow now!

Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right side that says “Send A Voicemail.” 

Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

Contact Devin’s team at https://www.carrolladvisory.com/ 

Contact John’s team at https://www.rossandshoalmire.com/ 

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