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Don't Be Too Conservative in Retirement
Episode 9

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 & l

Retirement Answers

February 7, 202315m 4s

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Show Notes

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.

Topics

retirementinvestingretirement planningsocial securitytaxestax