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Personal Financial Planning Considerations for Executives

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Most investors are terrified of market volatility, and those retirees that experience it in the first few years of retirement could face retirement spending shortfalls.  This podcast will outline one strategy to manage the dangers of sequence of return risk through adjusting asset allocation in retirement.
This podcast will cover:

  1. Insight on how the sequence of returns shapes the outcome of your portfolio.
  2. An overview of an asset allocation strategy to mitigate “Sequence of Return Risks.”
  3. Critical questions to ask yourself to help ensure your financial well-being.

Wealth Advisors Carmen Grinkis and Jonathan Bloom, AAFCPAs Wealth Management, provide listeners with insight and considerations for reaching your short and long-term personal financial goals, while controlling risks and optimizing after-tax results.
This audio session was recorded live at AAFCPAs’ May 3rd, 2017 Annual Nonprofit Educational Seminar. Slides may be downloaded by clicking here. >>
Watch this video clip (2 min 05 sec) for a summary; and then download the full audio of the session recorded May 3th, 2017 at AAFCPAs’ Annual Nonprofit Educational Seminar.

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About the Authors

Carmen Grinkis
Carmen Grinkis, PhD, CLTC, CFP®
Carmen is a Wealth Advisor and Co-Managing Partner of AAF Wealth Management, specializing in comprehensive financial planning solutions for individuals, families, business owners, nonprofits & foundations. Carmen is a licensed investment adviser and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. She also has a PhD in Clinical Psychology and fifteen years’ experience as a practicing psychologist. This perspective benefits clients because much of financial planning is about life planning.
Jonathan Bloom
Jonathan Bloom, CFP®
Jonathan is an experienced and passionate Investment Advisor and Financial Planner with a commitment to independent client-centric advice. He has proven success earning trust advising high-net-worth individuals and retirement plan clients. He provides objective, customized solutions and a comprehensive approach to wealth management, which includes investment management, estate, tax, retirement, insurance, charitable giving, and cash flow planning.