Don't Be Too Conservative in Retirement

Our immediate reaction as we get closer to retirement is to invest more conservatively. But why? The short answer is that our human nature fears potential loss than enjoys potential gain.

What if you could have a plan that covers the short-term & long-term? Well, in this episode, I talk through how the 3-bucket retirement plan can do exactly that.

What is Retirement Answers?

Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be!

The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement.

Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more.

Here's to learning everything you need to know to live out your dream retirement!