Wealth Flix

Strategy to get retirees to embrace equityB Srinivasan, Shree Sidvin, Bangalore

Key Take-Aways
  • Risk is not losing money but inability to go through a cycle.

  • Separate your retirement into different buckets based on years. The first bucket of 10 years address immediate liquidity needs such as medical.

  • Surplus can be used to invest for needs for second 10 year buckets. Each bucket gets a different risk profile based on need.

  • Once investors have reached their retirement corpus and are comfortable, the investment is more for inheritance. Invest based on what return your children would like.

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