Ep 14: Are You A Risk Taker? How To See If Your Tolerance For Risk Matches Your Plan

Let’s see if your tolerance for risk matches your financial plan.

What should you do if that balance is out of whack? What if you’re a natural risk-taker, but you really shouldn’t be when it comes to your finances? We’ll explore all of these angles as we break down the role of risk in your financial and retirement plan.

Here are some of the things you’ll learn on this episode:
• How often do people have a portfolio that matches their risk tolerance.
• What we do to help clients identify their comfort level with risk and how that translates to how they’re allocated.
• Why people often end up taking on more risk than they need to in retirement.

 

What We Discuss Today: 

0:30 – Current state of the market

2:01 – How many clients are comfortable with risk?

4:26 – Matching portfolio with risk tolerance

5:57 – Understanding your risk tolerance

7:49 – Taking on too much risk

9:35 – Reducing risk but still maintaining growth

11:52 – Helping our clients with risk

14:01 – How to get help with your risk

 

Quotable Moment: 

“If you have the right advisors and the advisor is educating you and going over your planning strategy, you’d be able to overcome this and things will start getting better as long as you stay disciplined and focused.”

– Spiros Vassilakos

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HAVE A QUESTION?

SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

MORE WAYS TO CONTACT...

(727) 754-8418

AthenianPCG@Cambridgesecure.com