Bonnie Treichel shares advice for people on the verge of retirement during this volatile time in markets. She warns against letting emotions take over and tells investors to focus on their long-term plan. She also looks at “phased retirements” and other ways to supplement income to avoid “sequence of return risks.” Markets falling hard in the first few years of retirements can be a big issue, she notes. Bonnie touches on how younger people are setting up retirement portfolios and the use of AI.
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