Life Unlimited

Life Unlimited


Navigating A Bear Market As A Soon-To-Be Retiree (Ep.111)

August 18, 2022

You’ve done it. You’ve invested, saved, and properly allocated your money to live a fulfilling retirement. But now the economy has entered a bear market and you don’t have as much money as you thought.


A bear market can cause you to make knee-jerk reactions that can affect your retirement plan. 


In this episode, Larry Heller, CFP® discusses how to navigate a bear market and shares some strategies to use when going through a bear market in retirement.


Larry discusses: 


  • How to find out your risk tolerance in a bear market
  • How you can review and rebalance your asset allocation during a bear market
  • What you should be doing with your cash right now
  • Ways to remain calm when your portfolio continues to go down
  • And more

Resources: 


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