What if playing it safe in retirement creates a risk of its own? In this episode, Dan Groben and Phil Menard discuss Warren Buffett’s massive move to cash and what it reveals about balancing risk, income, and long-term retirement goals. They explore the dangers of sitting on too much cash, the impact of inflation, the role of guaranteed income, and why a retirement plan should be built to withstand market downturns. The conversation also highlights how thoughtful income planning can help retirees maintain their lifestyle while staying prepared for life's unexpected twists.

Connect with Dan & Phil at Servant Advisors Group