DIY Retirement Plans: Are They Worth The Risk?
With the abundance of online advice and self-directed retirement accounts gaining popularity, many are left wondering if going solo is the right move for them. In times of economic stability, it’s easy to overlook potential risks and losses, especially when every investment seems like a winner. However, as markets fluctuate and retirement regulations evolve, the DIY approach could come with more risks than expected.
Throughout this episode, we’ll explore the effectiveness of DIY retirement plans. From making decisions based on emotions to missing out on important details, we’ll uncover why tackling retirement solo might not be as simple as it seems. Listen in as Marcos shares why teaming up with a financial professional might just be the smarter move in the long run.
Here’s some of what we discuss in this episode:
- Can you keep your emotions out of the equation?
- Do you have the time to put in the research needed to reach you and your family’s goals?
- How are you protecting yourself from market downturns?
- As you approach retirement, it’s going to get more complicated
- The benefits of working with a financial professional + creating a plan that aligns with your goals
Book a 15-minute discovery call with the team here: https://calendly.com/ask-bulmanwealth or ask questions via email at ask@bulmanwealth.com.
