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Risk Control Measures for Retirees

Planner Mark Balasa of Balasa Dinverno & Foltz on retirees' need for total return in addition to current income, managing inflation risk, and the benefits of a bucketing approach.

Risk Control Measures for Retirees

Christine Benz: Hi. I am Christine Benz for Managing risk while you are an investor is important all the time, but especially so for retirees. Here to discuss that topic with me today is Mark Balasa. Mark is a principal for the firm Balasa Dinverno & Foltz. Mark, thanks so much for being here today.

Mark Balasa: My pleasure.

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