Show Notes
What if the strategy that built your clients' wealth is the same one quietly destroying it in retirement?
A new report from Milford; When Timing Becomes the Biggest Risk in Retirement, suggests that retirement fundamentally changes the maths of investing- including Dollar Cost Averaging.
Ally sits down with Regan van Berlo, Australian Country Manager at Milford, to hear how the report affects the way advisers prepare their clients for retirement.
Chapters:
00:00:00 Why Retirement Changes Portfolio Construction 03:38 Advising Clients 15 to 20 Years Earlier 00:07:04 Managing Sequencing Risk and Drawdowns 00:10:15 Choosing Better Retirement Portfolio Metrics 00:12:25 Building Retirement Portfolios That Last 00:18:02 Practical Advice for Retirement Conversations
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.25 Total Hours Knowledge Requirements: Retirement (0.25 hour) Legislated CPD Area: Technical Competence (0.25 hour)
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This episode has been sponsored by Milford. Visit Milford’s website to find out more about their funds and download their latest Orange Paper ‘When timing becomes the biggest risk in retirement’ here. Thanks to Milford for helping us keep our content free.
https://milfordasset.com.au/orange-paper-when-timing-becomes-the-biggest-risk-in-retirement/
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