What if the biggest threat to your retirement portfolio isn’t market volatility itself, but the emotional decisions it can trigger? Dan Groben speaks with special guest Brad Jenkins, Chief Investment Officer of MarketGuard, to discuss managing risk before market downturns occur. They explore why a handful of stocks can distort market performance, the importance of having a strategy built for retirement, and how a disciplined, rules-based investment approach may help reduce emotional investing. The conversation also covers tax-loss harvesting and ways retirees can think about keeping more of their savings working for them.

Connect with Dan & Phil at Servant Advisors Group