440: The Retirement Death Zone: How to Help Protect Your Savings for the Long Run

What unique challenges could you face during your retirement years? While some risks remain a constant, others can present themselves depending on where you are in your retirement planning journey.

In this episode, we discuss:

• When you will find yourself in the "Retirement Death Zone"
• How investment risk changes depending on your retirement stage
• Why it's important to rebalance your portfolio
• The risks of over-allocation
• How to create a protected income stream

Today's article comes from Advisor Perspectives titled, Mount Everest and the Decumulation Retirement Portfolio. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.

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Show Notes: Howardbailey.com/440

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ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process