They’re Retired With $1M But One Recession Could Cost Them $320K | Rise in Retirement Ep. 29

Rise in Retirement di W.A. Smith Financial Group

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Jake and Lisa are 68 and 65 with $1 million saved—but they’re worried that a recession could crush their retirement. They believe they’re moderately conservative investors, but a deeper look reveals something very different.

DISCLAIMER: This content is for informational and educational purposes only. It does not contain investment advice or constitute a recommendation of any investment strategy. Investing involves risk of loss and past performance is never a guarantee of future results/returns. The strategies discussed may not be right for you, and your personal circumstances should be considered before the adoption of any investment or tax strategy. You sho ... 

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