
← Basis Points30 jun · 18 min
Dollar Cost Ravaging: Why retirement flips the rules of investing
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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