Ep.3 - Tackling Sequence of Return Risk

 Ep.3 - Tackling Sequence of Return Risk

Podcast Description:

Embark on a journey of financial enlightenment with Jeff and Steve on the Wealth Roadmap podcast. In this episode, our hosts demystify the crucial concept of sequence of return risk, making it accessible to all listeners. Whether you're a seasoned investor or just starting to plan for retirement, understanding this risk is essential for safeguarding your financial future.

 Join Jeff and Steve as they simplify the complexities of market dynamics, illustrating how the timing of market fluctuations can significantly impact retirement portfolios. Through relatable examples and straightforward explanations, they highlight the ripple effect of even minor market shifts on retirees who rely on steady income from their investments.

 Discover why sequence of return risk matters and how it can affect your retirement plans. Jeff and Steve offer practical strategies to mitigate this risk and navigate the uncertainties of the financial markets with confidence. Don't miss this opportunity to empower yourself with knowledge and take control of your financial destiny.

 Tune in to the Wealth Roadmap podcast now and join Jeff & Steve on the path to financial security and peace of mind!



Disclosures:
Investment advisory services are offered through M Holding Securities, Inc., a registered broker/dealer and investment advisor and Prosperity Capital Advisors LLC (“PCA”) an investment advisor registered with the United States Securities and Exchange Commission (SEC). For a detailed discussion of PCA and its investment advisory fees, see the firm’s Form ADV and Form CRS on file with the SEC.

 Financial Planning and Advisory Services are offered through Prosperity Capital Advisors("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. OneTeam Financial and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through OneTeam Financial are not affiliated with PCA. Information received from this video should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site. For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money


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