Your Retirement Plan Works. But Will It Hold Up?

Your retirement projection is green. The Monte Carlo analysis shows a 95% probability of success. Everything looks good. So what could still go wrong?

A retirement plan is only as good as the assumptions behind it—and real life rarely follows those assumptions perfectly.

In this episode, we look beyond investment returns at some of the risks that can change an otherwise strong retirement plan: long-term care, the early death of a spouse, living longer than expected, helping family, lifestyle creep, liquidity problems, market declines early in retirement, and changing tax laws.

More importantly, we discuss how these risks can actually be incorporated into the planning process through stress testing, liquidity planning, appropriate investment risk, and regularly updating the assumptions behind the plan.

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Ataraxis PEO

https://ataraxispeo.com

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management: