It’s not market volatility or inflation. It’s not even longevity. The greatest threat to your retirement is something most people have never heard of: sequence of return risk.
In this episode of The WealthStyle Podcast, Evan Wohl and Adam Rolewicz reveal the hidden math of early market losses and why two retirees with the same savings can face drastically different futures.
You’ll learn why the timing of your returns matters more than the average, what a buffer asset is and how it works, and how you can design a plan that turns your retirement savings into lasting income with confidence and clarity.
What to expect:
- What is ‘sequence of return risk’ and why does it matter
- Why average return is a misleading metric in retirement planning
- Real examples of how early losses can wreck a portfolio
- How to use buffer assets to preserve income and legacy
- And more!
Previous Episodes of Interest:
- Retirement Threats – Part 2 – With Adam Rolewicz
- Decreasing Investment Loss During Retirement with Dr. Wade Pfau
Connect with Evan Wohl:
- Opus Private Client, LLC
- LinkedIn: Evan Wohl
Connect with Adam Rolewicz:
- Opus Private Client, LLC
- LinkedIn: Adam Rolewicz
정보
- 프로그램
- 주기월 2회 업데이트
- 발행일2025년 9월 8일 오전 11:00 UTC
- 길이24분
- 등급전체 연령 사용가