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Sequence of Returns Risk

Sequence of Returns Risk

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As an early investor, the risk of loss is balanced by your expected time in the market, but for those approaching retirement, loss of principle can be a major risk as you begin to draw income from your investments. Donna discusses how sequence of returns risk can play a major role in your ability to meet your retirement goals. Also, on MoneyTalk, challenges for those aging alone. Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 5/4/2026; Original Air Dates: 9/22/2025 & 11/17/2025. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!

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