Market volatility, the pandemic and you Episode 10
Virtually everyone has been touched by recent market volatility, but no group has been more affected than people who are close to retirement. Ryan Bertrand of Transamerica joins Mary Beth Franklin to discuss how to discuss market conditions and keep clients on tracks.
Sometimes the implications of financial planning are not apparent until the darkest hours. These certainly seem like dark days. Virtually everyone has been touched by the recent market volatility, but no group has been more affected than people who are close to retirement. Ryan Bertrand of Transamerica joins Mary Beth Franklin to discuss how to discuss market conditions and keep clients on tracks.
Source: What is “Retirement”? Three Generations Prepare for Older Age, 19th Annual Retirement Survey, Transamerica Center for Retirement Studies® (2019). Transamerica Center for Retirement Studies® (TCRS) is a division of Transamerica Institute®, a nonprofit, private foundation. Transamerica Institute is funded by contributions from Transamerica Life Insurance Company and its affiliates and may receive funds from unaffiliated third parties.
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