What are Retirees Doing After Poor Market Returns in 2022

2022 was a tough year for stock and bond market returns. How are retirees adapting to the falling market? What decisions are they making now to set themselves up for success in the future? 

 

Listen as Tyler Emrick, CFP, CFA, shares his clients' stories to uncover their questions and how they plan to navigate the challenges posed by the current market and economic landscape.  

 

Here's some of what you'll learn in this episode: 

• Some of the numbers that show just how bad 2022 was for investors. (2:54)
• A lot of families are using the flexibility built into their retirement plan. (5:47)
• Considering taking advantage of a Roth conversion. (10:28)
• We've started taking a closer look at retirees' spending to see how it's changed. (13:16) 
• What we're looking at inside a client's portfolio. (20:24)

 

Have questions?

 

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

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