Financial Planning and Investing: Matching Risk to Your Goals

Welcome to the “Financial Planning and Investing: Matching Risk to Your Goals” lesson that covers risk, return, and risk appetite. This lesson is the 12th of 13 in the “Expert Insights: Financial Planning and Investing with Debra Ohstrom” course, which explains how to build a financial plan that fits your monetary objectives in the short and long term. This experience breaks down a conservative, moderate, and aggressive investor. Also, learners are given a formula to use as a guideline when determining how they should invest. In the end, Debra will walk viewers through understanding how risk and return coincide to create an appropriate risk appetite based on their age and retirement objectives.