Retirement Investment: How Can I Reduce Risk and Enhance My Return?

Risk is unavoidable in retirement planning, but there are things you can do to strategize getting the highest possible return with the least amount of risk. In this video, Troy Sharpe will discuss which is the best of two retirement investment strategies, hidden outsourcing fees to AVOID to save you THOUSANDS, and steps for how YOU can build a plan to meet all your retirement goals with Oak Harvest’s Signature Retirement Success Plan.

By integrating all the steps we’ve laid out in our Retirement Success Plan, based on your unique situation, we can tailor the risk of your portfolio to meet your comfort level, generate income, and plan for the growth you may need for years to come.

01:06 Two Retirement Investment Scenarios: Which is Better?
01:46 Do You Know How Much Risk Your Portfolio Has?
02:12 Large-Cap Growth Fund Example
03:09 The First Step in The Retirement Success Plan
03:54 Questions To Work Through With Your Retirement Planner
05:18 How Much Risk Tolerance Do You Have?
06:34 Hidden Fees From Your Firm That You Probably Don’t Know About
08:49 Oak Harvest’s Different Approach to Retirement Investment Management
09:16 Meet the Investment Management Team at Oak Harvest
10:47 How to Create Lower-Risk Portfolios With Higher Expected Returns
11:23 How Fixed-Index Annuities Can Fit In Your Portfolio
12:45 The Volatility of Treasury Bonds
13:51 How to Combat Risk in Your Retirement Portfolio
15:40 The Importance of Combining Investment Management AND Retirement Planning


Do you need a Retirement Success Plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at (877) 404-0177 or fill out this form for a free consultation: https://click2retire.com/reduce-risk-...

Some firms may outsource the management of your money to third party managers and separately managed accounts. This can layer on fees that may act as a drag on your portfolio’s returns.

Our investment operation is in-house, independent, and dedicated to our clients. Our independence allows selection of investments from the entire universe of tools. We can focus on keeping costs low and achieving your goals. Meet the team here: https://click2retire.com/risk-vs-retu...

Disclaimer:
This video discusses fixed-income investing and utilizes the 10-year U.S. treasury as a general representative fixed-income investment. Conclusions reached, opinions stated, and downside risks and potential returns presented should not be construed as applying to other types of bonds or fixed-income assets. Other types of fixed-income products carry different levels of risk and return potential and should be evaluated as an element of a diversified portfolio with your specific risk tolerance, investment objectives, and timeline in mind. Nothing in this video is investment advice, an investment recommendation, or an offer to buy or sell any security. Investing involves risk.

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