Mitigating Risk

Bestselling Author and Retirement Expert, Dale McGregor, defines what “risk” really means in retirement and compares it to how insurance companies spread risk. He unpacks longevity risk, market risk, withdrawal rate risk, and inflation, and explains how they interact. Dale also talks about why you can’t “time the market,” why COLAs don’t truly keep up with inflation, and why knowing your personal risk tolerance is critical.