Kyle Hammerschmidt

Sequence of Returns Risk With Investing Near/In Retirement

Sequence of Returns Risk With Investing Near/In Retirement

SummaryThis episode goes into the intricacies of investing in retirement, focusing on long-term S&P growth, sequence of returns risk, and bucket approaches. It...

SummaryThis episode goes into the intricacies of investing in retirement, focusing on long-term S&P growth, sequence of returns risk, and bucket approaches. It emphasizes the impact of market volatility on retirement income and the importance of strategic investment decisions. The episode concludes with a call to action for seeking professional advice.Takeaways‣ Understanding the impact of market volatility on retirement income‣ The importance of strategic investment decisions in retirement planning‣ The significance of sequence of returns risk in retirement investing‣ The value of seeking professional advice for retirement planningHow Long It Takes To Recover Source: https://ihodl.com/infographics/2018-11-26/chart-day-profits-required-recover-all-losses-investment/2000-2009 S&P 500 Source: https://www.officialdata.org/us/stocks/s-p-500/2000?amount=100000&endYear=20092010-2019 S&P 500 Source: https://www.officialdata.org/us/stocks/s-p-500/2010?amount=100000&endYear=20192000-2023 S&P 500 Source: https://www.officialdata.org/us/stocks/s-p-500/2000?amount=100000&endYear=2023S&P 500 Long Term Returns Source: https://tradethatswing.com/average-historical-stock-market-returns-for-sp-500-5-year-up-to-150-year-averages/#:~:text=The%20average%20yearly%20return%20of,including%20dividends)%20is%207.44%25.

SummaryThis episode goes into the intricacies of investing in retirement, focusing on long-term S&P growth, sequence of returns risk, and bucket approaches. It emphasizes the impact of market volatility on retirement income and the importance of strategic investment decisions. The episode concludes with a call to action for seeking professional advice.Takeaways‣ Understanding the impact of market volatility on retirement income‣ The importance of strategic investment decisions in retirement planning‣ The significance of sequence of returns risk in retirement investing‣ The value of seeking professional advice for retirement planningHow Long It Takes To Recover Source: https://ihodl.com/infographics/2018-11-26/chart-day-profits-required-recover-all-losses-investment/2000-2009 S&P 500 Source: https://www.officialdata.org/us/stocks/s-p-500/2000?amount=100000&endYear=20092010-2019 S&P 500 Source: https://www.officialdata.org/us/stocks/s-p-500/2010?amount=100000&endYear=20192000-2023 S&P 500 Source: https://www.officialdata.org/us/stocks/s-p-500/2000?amount=100000&endYear=2023S&P 500 Long Term Returns Source: https://tradethatswing.com/average-historical-stock-market-returns-for-sp-500-5-year-up-to-150-year-averages/#:~:text=The%20average%20yearly%20return%20of,including%20dividends)%20is%207.44%25.

MOKAN Wealth Management is a registered investment adviser with the SEC and may only transact business with residents of states where the firm is registered or otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. The information on this site is provided “AS IS” and without warranties, either express or implied. To the fullest extent permissible according to applicable laws, MOKAN Wealth Management (referred to as “MOKAN”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non infringement, and suitability for a particular purpose. MOKAN does not warrant that the information will be free from error. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon for transacting securities or other investments. Under no circumstances shall MOKAN be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the materials provided. In no event shall MOKAN Wealth Management have any liability to you for damages, losses, and causes of action for accessing this commentary. Past performance is not indicative of future results.

© Copyright 2026MOKAN Wealth. All rights reserved.