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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 is a Partner of Wealth Management within AAFCPAs’ Wealth Management practice, specializing in comprehensive financial planning solutions for individuals, families, business owners, nonprofits & foundations. She is a licensed investment adviser and a CERTIFIED FINANCIAL PLANNER™ (CFP®). In addition, Carmen has a PhD in Clinical Psychology and fifteen years’ experience as a practicing psychologist. This perspective benefits clients because so much of financial planning is life planning. Additionally, Carmen is an experienced entrepreneur and her strong combination of formal education, diverse work experience, and commitment to continuous learning results in innovative, financial insights.
Jonathan Bloom
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 nonprofits & foundations, high-net-worth individuals and retirement plan clients. He provides objective, customized solutions and a comprehensive approach to wealth management, which includes: estate, tax, retirement, insurance, college and cash flow planning. Jonathan appreciates that clients place trust in our team, and that each client is unique. In response, he works diligently to understand each client’s individual needs, life circumstances, priorities, and goals and then sets clear financial objectives and a plan to achieve them.