Periagoge
Scenario

When couples disagree on investment strategy after market losses in their late 50s

My spouse and I both lost money in the last market downturn and we're 57 now, and we're scared we don't have enough time to recover but we can't agree on whether to be more aggressive or more conservative with what we have left. We're both terrified of being wrong and ending up with nothing.

More people experience this than they realize.

What we've seen

Two people are trying to recover from financial setbacks when they have limited time and incompatible approaches to risk.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Money in your 50s and 60s — the pre-retirement decade?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.