Know Your Portfolio's Return Rates and "Wobble Factor" with Matt Repass
Don is joined once again by Matt Repass to discuss managing risk in the market and knowing the annual return rates and standard deviation for your retirement portfolio.
If you want to meet with Matt Repass, set a time at: https://calendly.com/oceancityretirem...
For more information, visit Matt at: http://www.keyfinancialservices.com/
0:00 Introduction
0:20 Matt's Question He Poses to Everyone
1:11 Why You Should Know Your Returns
2:59 Risk and 3 Stages of Money in Life
4:24 Lower "Wobble Factor", Keep Return High
5:10 Know Where You're Starting From
7:29 Be Cautious About Your Placement in the Stock Market
8:44 Matt's Analogy for Risk
10:24 Don's Client Story & Recap
11:33 For More Information & Disclosure