Personal Wealth Management / Retirement

What Are Your Retirement Goals?

Have you set your retirement goals? This video from Fisher Investments describes the importance of setting specific goals—what you need your retirement investing strategy to accomplish—as part of your approach to retirement planning.

Have you set your retirement goals? This video from Fisher Investments describes the importance of setting specific goals—what you need your retirement investing strategy to accomplish—as part of your approach to retirement planning. Before you develop a retirement strategy, you should have a clear understanding of your goals and objectives. Factoring in your financial goals is important, but what do you need your funds to accomplish in retirement? In general, would you like to spend every cent of your nest egg? Or would you like to leave enough for a legacy when you retire? Your goals should generally fall into one of these categories—to grow the value of your portfolio, reach a specific portfolio value, to maintain the value of your portfolio relative to inflation over time or to spend everything in the portfolio. Understanding your retirement goals will help you as you start crafting your long term investing strategy. We hope you found this video useful to you as you’re planning for retirement. Learn more about common retirement questions from Fisher Investments here.

 

Transcript

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A Woman appears on the Screen Wearing a navy suit, sitting in an office. She begins to speak.

A banner identifies her as Paige Tyson, Fisher Investment Capital Markets Research Analyst.

On behalf of Fisher Investments and its affiliates.

A white screen appears with a title saying “Common Investing Goals:”

It is followed by 4 branch titles:

“Grow the Portfolio”, “Reach a Targeted Amount”, “Maintain Purchasing Power "and “Spend it all”.

Paige Tyson appears on screen again talking.

Audio

Paige Tyson: Before developing a retirement strategy, you should have a clear understanding of your financial goals and objectives. Think about this answer not just as a dollar amount, but what exactly would you need your funds to accomplish?

Many investors' goals generally fall into one of these categories: To grow the value of your portfolio as much as possible, to reach a specific portfolio value, to maintain the value of your portfolio relative to inflation over time, or to spend everything in the portfolio.

Understanding your retirement goals will help you as you consider crafting your long-term investing strategy. But other factors can influence your strategy as well.

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Paige Tyson finished talking, and a Series of disclosures appears on screen: alone with a YouTube subscribe button, “Investing is Securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. The foregoing constitutes the general views of Fisher Investments and should not be regarded as personalized investment advice or a reflection of the performance of fisher investment or its clients. Nothing herein is intended to be a recommendation or a forecast of market conditions. Rather it is intended to illustrate a point. Current and future markets may differ significantly from those illustrated here. Not all past forecasts were, nor future forecasts may be, as accurate as those predicted herein.

Audio

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Image that reads the definitive guide to retirement income

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