The MPowered Finance Podcast with Sid Misra, CFP®
We’re all part of the financial system—whether we like it or not. Those who understand how it works can build wealth, create options, and live life on their own terms. Those who don’t often end up stuck, working hard but falling behind.
I'm Sid Misra, CFP®, a CERTIFIED FINANCIAL PLANNER™ professional and financial educator. Through this podcast, I simplify complex financial topics—retirement, investing, tax strategies, market volatility, merging love & money, and more. My goal is to educate and empower you to take control of your finances and your future.
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Disclosures:
Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the links section. MPowered Finance and Beacon Financial Group are separate entities from LPL Financial.
Trademark Disclaimer:
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark with plaque design in the United States, which it authorizes for use by individuals who successfully complete CFP Board’s initial and ongoing certification requirements
The MPowered Finance Podcast with Sid Misra, CFP®
How Retirement Changes the Rules of Risk
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Should you take less investment risk as you get closer to retirement? Or does retirement change which risks you should be paying attention to?
Once your portfolio begins replacing your paycheck, market risk is only part of the picture. Withdrawals, taxes, inflation, longevity, Social Security, and the timing of market returns all begin to interact.
In this video, I explore why retirement risk is less about simply becoming “more conservative” and more about coordinating your investments, retirement income, withdrawal strategy, and taxes.
Because retirement doesn’t eliminate risk. It changes the scorecard.
If you've ever asked yourself, "What risks am I missing?", this video is for you.
Sid Misra, Certified Financial Planner™
Beacon Financial Group
#retirementincome #retirementplanning #retirementwithdrawals #financialplanning #taxplanning #socialsecurity #retirementstrategy #401k #IRA #RothIRA #medicare #wealthmanagement
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I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: ...
Sid Misra, Certified Financial Planner™
Beacon Financial Group
#retirementincome #retirementplanning #retirementwithdrawals #financialplanning #taxplanning #socialsecurity #retirementstrategy #401k #IRA #RothIRA #medicare #wealthmanagement
---
I'd be happy to have a brief conversation to discuss your needs and to see if we would be a good fit to work together
Schedule an intro call with me: ...