Ep 34: Are You a Risk Taker?

Trent Bradshaw CFP®, AIF® & Brandon Rogers CFP®, AIF® |

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.

Key Points:
3:23 – We battle fear and emotion when our portfolio doesn’t align with our risk tolerance
6:09 – How to tell how much risk you have in your portfolio
10:35 – The ways to reduce risk without significantly reducing opportunity for growth
11:58 – How we determine how much risk is appropriate for your situation

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