About this episode
The episode discusses the impact of sequence of returns risk on retirement goals and the challenges faced by those aging alone.
As an early investor, the risk of loss is balanced by your expected time in the market, but for those approaching retirement, loss of principle can be a major risk as you begin to draw income from your investments. Donna discusses how sequence of returns risk can play a major role in your ability to meet your retirement goals. Also, on MoneyTalk, challenges for those aging alone. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 5/4/2026; Original Air Dates: 9/22/2025 & 11/17/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air! See omnystudio.com/listener for privacy information.
People in this episode
Host: Donna Sowa Allard
Topics covered
- sequence of returns risk
- retirement planning
- investment strategies
- income generation
- aging alone
Keywords
- sequence of returns
- retirement
- investment risk
- income
- financial planning
Mentioned in this episode
Organizations: Cumulus Providence
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