Financial Amnesia: Is Your Retirement Strategy Unprepared for the Next Crash?
About this episode
Are long-ignored market risks quietly threatening your life savings in retirement? Financial advisor Charisse Rivers breaks down the danger of "financial amnesia" and why holding a traditional 60/40 portfolio during your decumulation years can trigger severe sequence-of-returns risk. Discover how hidden mutual fund fees in rolled-over 401(k)s erode long-term wealth, and learn why shifting to income-focused, capital-preservation strategies helps safeguard your lifestyle against market volatility. Tune in to build a written, stress-tested income plan designed to help you live by design, not by default.
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