Retire Me - Episode 20 - What is My Real Tolerance for Fluctuation?

Hello, welcome to Episode 20 of Retire Me.

Today we continue with our series: Key Questions for the Long Term Investor - Do I Need to Outsmart the Market to be a Successful Investor?

From there, we move into a discussion about how to choose the right mix of stocks and bonds in a portfolio.  

We discuss Larry Swedroe's framework for assessing your risk tolerance by considering your ability, willingness, and need to take risk

We discuss the single question that matters most when trying to determine your own risk tolerance - your "Get Me Out" point, or GMO.

We discuss why now is a great time to re-assess your risk tolerance.

Determinants of Portfolio Performance - 20 years later - L. Randolph Hood

Larry Swedroe - Ability, Willingness, and Need to Take Risk

Rick Ferri - All About Asset Allocation

Thank you for listening!

Disclaimer - This podcast is for informational purposes only.  Please consult with a financial advisor familiar with your unique financial situation before making any decisions.  Nothing in this broadcast constitutes a solicitation for the sale or purchase of any securities.  Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns.  Mark Walhout is the owner and lead financial advisor at Walhout Financial and an Investment Fund Representative at Investia Financial Services Inc.