Скачать или смотреть Safely Draw Down Your Portfolio in Retirement with a Cash Buffer

Discover how to safeguard your retirement investments from market volatility with a cash buffer. In this insightful video, we delve into the concept of a cash buffer—a financial cushion within your portfolio that shields you from selling investments when the market takes a hit.

Maintaining financial flexibility and serving as a risk management tool, a cash buffer acts as a reliable form of insurance in unpredictable market conditions. Learn about the ideal size for your cash buffer and investment strategies that prioritize safety and liquidity. Protect your retirement income and ensure a secure financial future by optimizing your portfolio

0:00 - Intro
0:24 - Cash Buffer in Retirement
3:40 - How to invest this buffer in the portfolio
5:38 - How much Cash Buffer is required?
9:14 - Outro

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Clinton and Kevin are with Becker Orr Wealth Management and are both Portfolio Managers with Canaccord Genuity Wealth Management. Combined, they have over 40 years of experience.

Have a question or want to review your financial plan? Chat with us! Visit:
https://www.beckerorr.com/chat-with-us