In this episode of the Canadian Money Roadmap Podcast, Evan Neufeld discusses seven strategies to manage investment risk in your portfolio as you prepare for retirement. Topics include diversification, rules-based implementation, adding bonds, holding cash, annuities, deferring CPP, and using put options. These methods aim to help you retire with confidence while reducing the volatility and uncertainty of your investments. Remember to consult with a financial professional before making any changes to your portfolio. 00:00 Introduction: Politics and Your Portfolio00:23 Seven Ways to Manage Investment Risk00:53 Diversification: Don&apos;t Put All Your Eggs in One Basket02:13 Rules-Based Portfolio Implementation05:26 The Role of Bonds in Your Portfolio06:09 Cash Wedge Strategy08:11 Exploring Annuities09:55 Deferring Your CPP for Better Returns11:06 Using Options for Portfolio Insurance12:17 Conclusion and Final Thoughts<a href='https://scorecards.evanneufeld.com/retirementreadiness'>Get your Retirement Readiness Score 🇨🇦 </a> <a href='https://www.evanneufeld.com/workwithevan'>Build your Retirement Plan With Evan</a>

<description>&lt;p&gt;In this episode of the Canadian Money Roadmap Podcast, Evan Neufeld discusses seven strategies to manage investment risk in your portfolio as you prepare for retirement. Topics include diversification, rules-based implementation, adding bonds, holding cash, annuities, deferring CPP, and using put options. These methods aim to help you retire with confidence while reducing the volatility and uncertainty of your investments. Remember to consult with a financial professional before making any changes to your portfolio.&lt;br/&gt;&lt;br/&gt;&lt;br/&gt;&lt;/p&gt;&lt;p&gt;00:00 Introduction: Politics and Your Portfolio&lt;/p&gt;&lt;p&gt;00:23 Seven Ways to Manage Investment Risk&lt;/p&gt;&lt;p&gt;00:53 Diversification: Don&amp;apos;t Put All Your Eggs in One Basket&lt;/p&gt;&lt;p&gt;02:13 Rules-Based Portfolio Implementation&lt;/p&gt;&lt;p&gt;05:26 The Role of Bonds in Your Portfolio&lt;/p&gt;&lt;p&gt;06:09 Cash Wedge Strategy&lt;/p&gt;&lt;p&gt;08:11 Exploring Annuities&lt;/p&gt;&lt;p&gt;09:55 Deferring Your CPP for Better Returns&lt;/p&gt;&lt;p&gt;11:06 Using Options for Portfolio Insurance&lt;/p&gt;&lt;p&gt;12:17 Conclusion and Final Thoughts&lt;/p&gt;&lt;p&gt;&lt;a href='https://scorecards.evanneufeld.com/retirementreadiness'&gt;Get your Retirement Readiness Score 🇨🇦 &lt;/a&gt;&lt;br/&gt;&lt;br/&gt;&lt;a href='https://www.evanneufeld.com/workwithevan'&gt;Build your Retirement Plan With Evan&lt;/a&gt;&lt;br/&gt;&lt;br/&gt;&lt;br/&gt;&lt;/p&gt; &lt;p&gt;&lt;br/&gt;&lt;br/&gt;&lt;br/&gt;&lt;/p&gt;</description>

In this episode of the Canadian Money Roadmap Podcast, Evan Neufeld discusses seven strategies to manage investment risk in your portfolio as you prepare for retirement. Topics include diversification, rules-based implementation, adding bonds, holding cash, annuities, deferring CPP, and using put options. These methods aim to help you retire with confidence while reducing the volatility and uncertainty of your investments. Remember to consult with a financial professional before making any ch...

The Canadian Money Roadmap

How to not run out of money in retirement

How to not run out of money in retirement

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