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BULLISHIn depth · 4/5

Mitigate sequence risk via multi-year bond ladders

The speaker argued that pre-retirees should systematically de-risk 5-10 years of planned retirement withdrawals into fixed-income instruments during up-market years to protect against sequence-of-returns risk.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Mitigate sequence risk via multi-year bond ladders · Zortix