Med-Wealth

In order to succeed, you must first understand the obstacles to overcome:

Top 6 Retirement Risks
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Top 6 Retirement Risks:

  • Longevity risk – Outliving your money after retirement;
  • Inflation risk – holding investments that do not protect your purchasing power;
  • Taxation Risk – not maximizing legal tax shelter accounts & capital-gain investments;
  • Insufficient Savings Risk – overspending on current personal consumption;
  • Naïve Diversification risk – thinking you are diversified by investing in similar investments with different firms or managers; Ex. ABC Bank Balanced Portfolio + DEF Bank Balanced Portfolio;
  • Emotional Biases – using emotional rules-of-thumb, or engrained prejudices, to short-cut thoughtful decision-making on money matters;

Top 5 Behavioral Bias Risks