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Here's How a Pension Should Change Your Investment Strategy

James debunks common misconceptions about retirement portfolio allocation and explains how to factor in your pension, social security, and other fixed-income sources into your plan. He discusses the importance of dividends in assessing investment performance, risk capacity and tolerance, and how mastering them can help determine your optimal retirement portfolio allocation. Questions answered: How should you allocate your portfolio in retirement, considering pensions, social security, and other fixed-income sources? What is risk capacity, and how does it factor into portfolio allocation in retirement? ======================= Learn the tips & strategies to get the most out of life with your money. Get started today → https://www.rootfinancialpartners.com/ 🔔 Make sure to subscribe here to be notified for future videos!    / @rootfp   _ _ 👥 Make sure to connect with us on all socials below → https://beacons.ai/rootfinancialpartners ⏱Timestamps:⏱ 0:00 3:34 The wrong way 5:09 The right way 5:14 Example 1 7:59 Risk capacity 14:53 Example 2 19:05 Another consideration 21:00 Risk tolerance 21:40 Example 3 22:28 The emotional side 24:35 Outro Other videos we think you'll like: About Root:    • Financial advisors with heart.   Worried about retirement? Start here:    • Worried About Retirement..Start With ...