Why you must take more risk for longer than you think
The Money Puzzle · The Australian
February 5, 202630m 7s
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Show Notes
Whether you are with a big super fund - or run your own SMSF - the outstanding risk for your long-term return is whether your portfolio is appropriate for your age? The chances are that you are being too conservative because you are going to live a lot longer than you realise.
Anna Shelley, chief investment officer at AMP joins Associate Editor - Wealth, James Kirby in this episode.
In today's show, we cover:
- Are you taking enough risk?
- The end of traditional age-based rules for investors
- A new era of inflation could shrink your spending power
- Getting to know the 'bucket strategy'
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Topics
investment risksuperannuationSMSFportfolio strategyfinancial longevityage-based investing rulesretirement planninginflationbucket strategyAnna Shelley AMPJames Kirby Money Puzzlepersonal finance podcastwealth management