Investment Management in Retirement With Andrew Whalen

About this webinar

Accumulating and distributing are two different games. Sequence-of-returns risk, asset location, and the bucket approach matter more in retirement than at any other stage. Andrew explains how the Retirement Money Prism aligns investments with the job each dollar needs to do.

What you'll learn

Walk away knowing how to evaluate your own situation, not just rules of thumb. You'll learn:
  • Sequence-of-returns risk: why the first 5 years of retirement matter most
  • Bucket strategies and the Retirement Money Prism (Blue, Green, Red Zones)
  • Asset location: which accounts should hold which investments
  • Rebalancing during the withdrawal phase
  • Inflation hedges and the role of fixed income today

Your Presenter

Andrew Whalen
CEO
Whalen Financial
  • Andrew Whalen
    CEO
    Whalen Financial