Understanding Financial Risk Retirement Ready

What kind of risks do you take in your financial life? As you get less comfortable with things like climbing up ladders and riding on skateboards, you might also become less financially risky. When you enter retirement, how you view your money in the market changes significantly from your working years. It’s important to look at your portfolio to ensure your investments match your risk tolerance.
Eric and his team use a risk analysis with prospective clients to help them understand what you have and how exposed you are to risk. From there, you can better make adjustments according to your risk tolerance and financial plan to put your mind at ease.
 
Here’s some of what we discuss in this episode:
What kind of financial risks do Eric’s clients take?
How often does a person’s portfolio match their risk tolerance?
How do you know what your risk profile is?
Why do people take unnecessary risk? 
 
Get in touch with the Peterson Financial team: https://petersonfg.com/