What does “being in and out of the market” really mean when retirement is right around the corner? In this episode of Mason Street Retirement Insights, Sean Mason breaks down recent comments from JPMorgan Chase CEO Jamie Dimon and reframes diversification beyond stocks alone. The conversation explores portfolio structure versus market timing, different asset classes retirees often consider, and why risk tolerance is both mathematical and emotional. Sean also discusses strategies used to manage volatility, income needs, and concentration risk as retirement approaches, helping listeners better understand how various pieces of a retirement portfolio can work together.

Schedule your complimentary retirement plan discussion with the Mason Street Wealth Management team at 559-892-0002 or go to MasonStreetWealthManagement.com.

Tune into Sean on News Talk 580 and 105.9 KMJ Saturday at 3pm.

Sean is also teaching a Retirement Planning Class at CSU Fresno that is open to the public. Go to the events page to learn more and call the office, if you want to attend. https://masonstreetwealthmanagement.com/events/seminars/

Facebook: https://www.facebook.com/masonstreetwealthmanagement