Markets rise and fall — that's nothing new. What matters is whether your retirement income depends on the market's timing, or your plan's. In this session, part of The Confident Retirement Sessions, Matthew Johnson and Amanda Johnston walk through what decades of market history teach us about volatility, why "growth" isn't a plan on its own, and how to build a portfolio that keeps your lifestyle steady no matter what the market is doing.
3 Points:
Volatility is nothing new — plan like it. Market corrections have historically lasted 2–3 years, with full recoveries sometimes taking up to seven. Learn how to build a plan that doesn't rely on "this time will be different."
Growth alone isn't a strategy. Discover why "growth for what reason?" is the real question — and how sequence-of-returns risk can force costly decisions at the worst possible time.
Know the 3 numbers that matter most. Walk away knowing exactly what you're earning, what you're paying in fees, and how much you could potentially lose — so nothing about your retirement plan is a surprise.
——————————————————————————————————————
DISCLOSURE
The information provided herein is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities, investments, investment strategies, or investment advice relating to securities, nor is the information a representation that any security is a suitable or appropriate investment for any person. In addition, please consider the appropriateness of the advice having regard to your own objectives, financial situation, and needs. This presentation does not constitute legal or tax advice. Participants should not act or refrain from acting based on the content of this presentation without seeking appropriate professional advice specific to their individual situation. All investment returns are hypothetical, and where quoted, past performance is not indicative of future performance. Sound Income Strategies, LLC does not create this document nor represent or warrant that the contents of this document are suitable for you from a compliance, regulatory, legal or any other perspective. We shall have no responsibility for your use or non-use of the document or any portion thereof. Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Johnson Wealth and Income Management and Sound Income Strategies, LLC are not associated entities. Johnson Wealth and Income Management is a franchisee of Retirement Income Source®. Retirement Income Source® and Sound Income Strategies LLC are associated entities.