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Retirement Risk: When Should You Start Scaling Back?

Retirement Risk: When Should You Start Scaling Back?

The Retirement Solution · Jon Hicks

September 30, 202512m 17s

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Show Notes

Should you start scaling back risk 3, 5, or even 12 years before retirement? Financial advisor Jon Hicks breaks down the latest research, market trends, and personal psychology behind de-risking and diversification. Learn why timing, income streams, and a holistic plan matter more than chasing market returns. Real stories and actionable advice help you build protection, income, tax, legacy, and healthcare into your retirement strategy.

 

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Topics

retirement planningrisk managementincome streamsdiversificationtax strategylegacy planninghealthcareretirementfinancial advisorfinancial planning