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How the Portfolio X-Ray service can find the cracks in your retirement plan
Manage episode 430379983 series 3561332
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Chris Hoffman discusses the importance of stress testing a portfolio and running a portfolio X-ray to assess its performance under different market scenarios. He explains how the stress test analyzes individual assets and asset classes to identify potential areas of vulnerability. Chris also highlights the value of understanding the maximum drawdown and how it can impact income generation. Additionally, he emphasizes the need for a comprehensive financial plan that includes growth targets, income planning, tax strategies, and protection measures. Visit Money Unleashed to learn more. Call 404-341-6767.See omnystudio.com/listener for privacy information.
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Capíttulos
1. Chris Hoffman discusses the importance of stress testing a portfolio and running a portfolio X-ray to assess its performance under different market scenarios. (00:00:00)
2. Segment In (00:00:03)
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