432: Are Buffer ETFs a Good Tool to Reduce Market Risk?
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 12 April 2024
⏱️ 20 minutes
🧾️ Download transcript
Summary
Buffer ETFs have grown in popularity as a way to reduce risk, but every upside has a downside. Ask yourself, C.A.N. I take the risk?
In this episode, we discuss:
- Why buffer ETFs have become so popular
- How they compare to annuities
- The benefit of professional management
Today's article comes from WealthManagement.com titled, Buffer ETFs May Protect Investors from Outsized Losses. That Comes with a Cost. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
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Transcript
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| 0:00.0 | If you're like most retirees, you're getting ready to step in retirement and asking yourself, can I take the risk of the market anymore? And what kind of solutions are out there for you? Today, we're going to talk through some solutions that maybe you've never heard of before. Maybe you've thought about fixed index annuities and you go, boy, I just don't want an annuity in my portfolio. What other options do I have? Today, we're going to talk |
| 0:21.8 | about a new tool. We're going to talk about buffered ETFs and how they might make sense for you |
| 0:26.7 | to reduce or hedge your risk at this stage in your life. |
| 0:44.2 | Hey, I'm Casey Weed, host the Retire with Purpose podcast, and this is my mission. |
| 0:49.0 | I want you to know I am here to deliver clarity and purpose and elevate meaning in your life. |
| 0:52.0 | If you're new to the show, I want you to know how we do that. |
| 0:59.6 | You notice I didn't say anything about finances yet. Well, here on the show, we like to talk both about the financial and non-financial aspects of life and retirement. And we do that in a couple of different ways every other Monday. We're |
| 1:06.1 | going to bring to you a long-form interview with one of our world-class guests on a variety of different |
| 1:11.6 | topics. But then what we're here to do today is talk about a trending topic. We love to |
| 1:16.6 | get together with you every Friday, deliver you something a little more consumable, short form |
| 1:22.4 | that talks about a trending topic. And sometimes these topics, I'll invite our chief purpose |
| 1:27.4 | officer, |
| 1:28.1 | our certified retirement coach here, Les McDaniel, talk about some of the softer side of retirement |
| 1:32.9 | topics. And then I also like to bring on my co-host for these additions, Marshall Johnson, |
| 1:38.9 | a fellow certified financial planner to talk about some of the more financially investment-oriented |
| 1:44.0 | things. |
| 1:44.9 | And all of our conversations, they come from our weekend reading for retirees email series. |
| 1:49.9 | We like to pull one of those articles out that we send you every Friday and dive into it deeper |
| 1:54.4 | here on the show. |
| 1:55.8 | So if you don't know what I'm talking about, you have to get this resource. |
| 1:58.9 | Get yourself signed up for your weekend reading email. |
| 2:02.1 | We go out. We sift through the internet. We find four articles on trending topics to keep you up to date. |
... |
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