Rose Retirement - Your Family, Your Finances Weekly Podcast
Tune into “Your Family, Your Finances” with John Merkel every Saturday at 2 p.m. as he shares insights on retirement, finances, and investing.
Rose Retirement - Your Family, Your Finances Weekly Podcast
Retirement Fees & Sequence of Return Risk
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John Merkel
Uncle Sam is finally acknowledging that people don’t seem to understand the fees they’re being charged on their retirement accounts. Hear how John can help you understand what fees you're paying and WHY and how he can possibly help eliminate some. Kiplinger says one thing all retirees need to understand is something called the “sequence of returns” risk. That sounds complicated! John explains what this is and how it can help or hurt you and your income plan.