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Relatable Finance Podcast 158: Sequence of Return Risk: Are You Prepared?

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In this episode, the South Florida Finance Guys discuss the sequence of returns risk, a lesser-known but significant financial concept that can have a profound impact on retirees and anyone making large investments, such as a housing down payment. Sequence of returns risk refers to the order in which investment returns occur and how that timing can drastically affect the value of a portfolio. This risk is particularly critical for retirees immediately before or after retirement, but it can also catch investors off guard in other scenarios. Tune in to understand how this risk works, the factors that amplify it, and strategies to protect your investments.