Episode

Dollar Cost Ravaging: Why retirement flips the rules of investing

Podcast
Basis Points
Published
Jun 30, 2026
Duration seconds
1088
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https://shows.acast.com/basis-points/episodes/dollar-cost-ravaging-why-retirement-flips-the-rules-of-inves
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https://sphinx.acast.com/p/open/s/67bbf55519249d0c1a4bb224/e/6a431365db253773351adc4c/media.mp3
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/v1/public/podcasts/basis-points-7236245/episodes/dollar-cost-ravaging-why-retirement-flips-the-rules-of-investing
Markdown
/podcast/basis-points-7236245/dollar-cost-ravaging-why-retirement-flips-the-rules-of-investing.md

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Summary

What if the strategy that built your clients' wealth is the same one quietly destroying it in retirement? A new report from Milford; When Timing Becomes the Biggest Risk in Retirement, suggests that retirement fundamentally changes the maths of investing- including Dollar Cost Averaging. Ally sits down with Regan van Berlo, Australian Country Manager at Milford, to hear how the report affects the way advisers prepare their clients for retirement. Chapters : 00:00:00 Why Retirement Changes Portfolio Construction 03:38 Advising Clients 15 to 20 Years Earlier 00:07:04 Managing Sequencing Risk and Drawdowns 00:10:15 Choosing Better Retirement Portfolio Metrics 00:12:25 Building Retirement Portfolios That Last 00:18:02 Practical Advice for Retirement Conversations ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.25 Total Hours Knowledge Requirements: Retirement (0.25 hour) Legislated CPD Area: Technical Competence (0.25 hour) ——— This episode has been sponsored by Milford. Visit Milford’s website to find out more about their funds and download their latest Orange Paper ‘When timing becomes the biggest risk in retirement’ here . Thanks to Milford for helping us keep our content free. https://milfordasset.com.au/orange-paper-when-timing-becomes-the-biggest-risk-in-retirement/ ——— Want more Basis Points? Sign up to the Basis Points email Join the conversation on LinkedIn Watch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial…