How to Stress Test Your Retirement Plan - June 2025 Case Study
The world is full of uncertainty and your retirement plan has to be resilient. In this webinar we'll show you how to stress test your retirement plan using Adviice. We'll break down the Success Rate chart, find max spending levels, and discuss all the ways you can stress test your plan to give you peace of mind heading into retirement.
- 5:16 - Key Retirement Stress Points
- 7:50 - Investment Risk
- 10:40 - Inflation Risk
- 12:24 - Interpreting the Success Chart
- 18:16 - What Success Rate Should I Be Targeting?
- 25:10 - Creating Safe and Max Spending Targets in Retirement
- 39:33 - How do I Update the Plan Mid-Year/Quarterly?
- 44:00 - Longevity Risk
- 47:02 - Financial Effects of Losing a Spouse
- 50:15 - Testing Survivor Scenarios with Adviice
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Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities. Before making any financial decision, you should review your situation with a financial planner.