In this episode, Paul and Garrett dismantle common myths surrounding investment risk, providing listeners with a clear understanding and practical strategies for managing it. They cover everything from defining risk in relation to volatility and capital loss to the often-overlooked impact of inflation on purchasing power. The conversation also explores how risk tolerance shifts with age and life circumstances, underlining the importance of a well-structured investment portfolio to mitigate unforeseen challenges.

Key Points From This Episode

• Outlining risk and its relation to investment volatility.
• Clarifying the concept of capital loss and how to prevent it.
• Unpacking the silent threat of inflation to long-term financial health.
• Strategies for adjusting investment portfolios to align with changing life stages.
• Importance of diversification and understanding individual risk tolerance.
• The role of emergency funds in managing financial unpredictability.
• Structuring investments to ensure liquidity and stability in retirement.

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Useful Links

Garrett on LinkedIn

Paul on LinkedIn

Ascend Investment Partners