The Financial Leverage Point

The Financial Leverage Point


Protecting Your Investments from Stock Market Whiplash (Ep. 8)

October 31, 2023

Ever wondered how a ‘stock market whiplash’ could affect your investments? 


In this episode, John Iannucci discusses the risks and concerns related to stock market whiplash, one of six different financial storms. He dives deeper into the impact of market drops on investments, withdrawal rates, and the importance of assessing overall assumed risk for retirees and pre-retirees. 


John discusses: 


  • Example of how a stock market drop can affect retirement income
  • Importance of sequence of returns in the years before and after retirement
  • Assessing and addressing risks such as divorce and loss of clients
  • ILG Private Wealth’s aim to provide more than just wealth management to successful families
  • And more

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