Ep110: Managing Risk and Client Expectation

Fred Saide is a frequent speaker and published newspaper columnist on subjects including Social Security, IRAs, 401k’s, retirement plans, strategic (income) tax planning, and estate planning with retirement assets, longevity and educating clients. His expertise has been well sought after, as he has been published in USA Today and Gannet Media. He has appeared on a number of business programs. Additionally, he has been interviewed by countless financial publications and has ghost written for multiple financial websites. He does a weekly radio program, and a weekly podcast, and a weekly videocast on educational topics of interest to pre and post retirees. After graduating from Duke University, where Dr. Saide earned his Ph.D., MA, MBA and his BA from Adelphi University. He earned a second Ph.D. by state examination in Germany. He went on to earn certificates for studies at Purdue University, the American College of Financial Services, and Fairleigh Dickinson University. Listen to this insightful RIA episode with Fred Saide about managing risk and client expectations. Here is what to expect on this week’s show: - How even small businesses need an exit strategy and a succession plan in place. - Why it’s important to have a detailed plan with action steps that can be implemented. - How risk tolerance changes over time for most people. - How risk capacity is not behavioral, it’s quantifiable, and why that’s important. - What it means to lose 35% from your portfolio, and why it’s a smaller issue than most people think. Connect with Fred: Links Mentioned: https://moneymattersusa.net/ Twitter @fredericksaide Facebook facebook.com/FoundationInsuranceServices LinkedIn linkedin.com/in/fredricksaide