Ep 108: Financial Planning During Market Loss with Dan Oaklief (Part 2)

The Key Points: 

Today we are excited to be back with Dan Oaklief, RICP®, CPFA, one of our experienced advisors at BA Schrock Financial Group. For the past three years, Dan has been hosting informative webinars to educate clients on taxes, retirement, and social security planning. In part two of this two-part episode, we’ll talk about the impact of the current market on retirement planning and touch on some financial spring-cleaning tips.

Dan has been answering a lot of questions recently about the current market downturn and how this might impact long-term financial plans. Today we’re going to talk about how we’re helping our clients navigate their retirement portfolios, whether you should retire during a bad market, and how to handle market risks during a market downturn.

Here’s some of what you’ll learn in this episode:

  • Some financial spring-cleaning tips from Dan. (1:29)
  • Coming off a bad year in the market, will I still be able to retire? (6:57)
  • Should I reduce my risks right now? (10:21)
  • Retirement plans are personal, and retirement goals will look different from client to client. (14:42)

Listen to part one of the discussion here.

If you have any questions, please reach out to us at https://www.baschrock-fg.com/ or give us a call at 330-473-1060


Related Content:

How Life Changes Impact Finances (Part 1)

SECURE Act 2.0 – Retirement Changes You Need to Know About

Market Updates – Where Are We Headed?

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