The strategies that built your wealth aren’t always the same ones that will help you keep it. In this episode, we explore why financial approaches that worked so well during your working years can actually work against you in retirement. You’ve spent decades in accumulation mode, adding to your accounts month after month; but once you retire, the script flips. You’re no longer the contributor; you’re the withdrawer.

We’ll talk about why it’s dangerous to stick to the same “financial playlist” from 15 years ago, still chasing high returns and taking on unnecessary risk, and how to shift toward a strategy that protects what you’ve built while keeping your income steady. Because when you cross the line into retirement, your mindset - and your money management - need to evolve. Listen in.

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When the Music Changes: Shifting Your Strategy for Retirement