Ep 51: Understanding Your Risk Tolerance - podcast episode cover

Ep 51: Understanding Your Risk Tolerance

Jul 15, 202135 minEp. 51
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Episode description

One of the most important factors in a financial plan is the amount of risk you have in your portfolio. This factor varies from person to person, so it's vital to get your risk tolerance and capacity customized to your wants and needs and not just thrown into a one-size-fits all plan. Brent., Matthew, and Joshua talk about the considerations they go through when determining someone's risk tolerance and how this may change as you get closer to retirement.

Important Links:

Website: https://rpawealth.com/

Call: 909-296-7977

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Ep 51: Understanding Your Risk Tolerance | Retirement Plan Playbook podcast - Listen or read transcript on Metacast