• Episode 68 Retirement Fund_Nasa Bingit ng Alanganin

  • Nov 14 2023
  • Length: 31 mins
  • Podcast

Episode 68 Retirement Fund_Nasa Bingit ng Alanganin

  • Summary

  • In this episode we discuss the concepts of risk tolerance and risk capacity in assessing the potential outcome of one's retirement fund. We discuss a case study of how a person's target retirement fund is feasible given factors influenced by risk tolerance, risk capacity and other related factors. We provide options on how these factors could be adjusted.

    ⏱ Timestamps

    0:00 Preview

    3:39 Disclaimer

    4:09 Greetings and Shou outs

    5:19 Introduction

    8:54 Risk Tolerance vs Risk Capacity

    13:58 Case Study

    15:34 Current Investment Plan

    20:18 Adjustment Options

    21:53 Option 1: Reduce Desired Lifestyle

    22:56 Option 2: Risk Capacity

    24:32 Option 3: Save/Invest More

    25:30 Option 4: Magretiro ng Mas Matanda

    25:59 Option 5: Combination of the Different Options

    28:05 Key Takeaways

    30:26 Outro


    📱 Socials

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    Business Enquiries: retironaryo@gmail.com

    Podcast: https://feeds.captivate.fm/retironaryo/


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