Navigating A Bear Market As A Soon-To-Be Retiree (Ep.111)

You’ve done it. You’ve invested, saved, and properly allocated your money to live a fulfilling retirement. But now the economy has entered a bear market and you don’t have as much money as you thought.

A bear market can cause you to make knee-jerk reactions that can affect your retirement plan.

In this episode, Larry Heller, CFP® discusses how to navigate a bear market and shares some strategies to use when going through a bear market in retirement.

Larry discusses:

• How to find out your risk tolerance in a bear market
• How you can review and rebalance your asset allocation during a bear market
• What you should be doing with your cash right now
• Ways to remain calm when your portfolio continues to go down
• And more

Resources:

• Life Unlimited: Transitioning Into Retirement and Gaining a New Purpose with George Jerjian (Ep.110)

Connect With Larry Heller:

• Email Larry
• (631) 248-3600
• Schedule a 20-Minute Call
• Heller Wealth Management