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  <title>#122 Portfolio Stress Testing For Retirees</title>
  <description>How can your financial planner help you feel truly comfortable that your retirement savings and income will be there when the time comes? &amp;amp;nbsp;Have you ever heard of portfolio stress testing for retirees? &amp;amp;nbsp;Nothing is guaranteed, but it&amp;amp;rsquo;s a really good use of technology to help predict all the possibilities that might happen in every market correction in the future. &amp;amp;nbsp;This is the way to be sure you can ride out a Bear market without dipping into your market investments at the wrong time.&#13;
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In this episode, Kevin Leon the Regional VP of&amp;amp;nbsp;Trilogy Financial Services&amp;amp;nbsp;goes into details about the portfolio stress test. &amp;amp;nbsp;Dino and Jeff discuss topics like:&#13;
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How do you test the stress of a portfolio?&#13;
What role does diversification play in retirement?&#13;
How does a written financial plan relate to a stress test?&#13;
Is there a particular age group for which you use Monte Carlo testing?&#13;
What are key questions that make sure that a financial planner is compatible with the client?&#13;
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For past shows and to learn more about the Money matters With Dino community, check us out at&amp;amp;nbsp;www.moneymatterswithdino.com&amp;amp;nbsp;&#13;
Join us on Facebook for updates and please like our page.&amp;amp;nbsp;www.facebook.com/moneymatterswithdino&#13;
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Help us spread the word. Please rate our show on itunes and leave comments for us. Tell us what insights you took from this episode.</description>
  <author_name>Money Matters With Dino</author_name>
  <author_url>http://www.MoneyMattersWithDino.com</author_url>
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