A looming shift in Social Security has many retirees rethinking their income plans sooner than expected. In this episode of the Retirement Results Podcast, Dan Grobe n and Phil Menard unpack a new Congressional Budget Office report projecting earlier trust fund depletion and a potential reduction in benefits. They discuss what this means for people nearing retirement, how Social Security fits into an overall income strategy, and why stress-testing retirement plans has become more urgent. The conversation explores timing decisions, spousal considerations, and ways retirees think about replacing income if benefits are reduced.

Connect with Dan & Phil at Servant Advisors Group

A looming shift in Social Security has many retirees rethinking their income plans sooner than expected. In this episode of the Retirement Results Podcast, Dan Grobe n and Phil Menard unpack a new Congressional Budget Office report projecting earlier trust fund depletion and a potential reduction in benefits. They discuss what this means for people nearing retirement, how Social Security fits into an overall income strategy, and why stress-testing retirement plans has become more urgent. The conversation explores timing decisions, spousal considerations, and ways retirees think about replacing income if benefits are reduced.
Connect with Dan &amp; Phil at&nbsp;<a href="https://servantadvisors.com/contact/">Servant Advisors Group</a>

Struggling to get the facts about your retirement plan? Do you need a source that doesn’t beat around the bush? Find the results you need with the “Retirement Results Podcast.”

With the “Retirement Results Podcast,” hosted by Dan Groben and Phil Menard of Servant Advisors Group, you’ll get the straight talk and valuable insight you need to craft your ideal retirement. From analyses of current financial trends to lighthearted and informed looks at the retirement news of the day, the “Retirement Results Podcast” is your next must-hear show. Listen and subscribe today!

Struggling to get the facts about your retirement plan? Do you need a source that doesn&rsquo;t beat around the bush? Find the results you need with the &ldquo;Retirement Results Podcast.&rdquo;
With the &ldquo;Retirement Results Podcast,&rdquo; hosted by Dan Groben and Phil Menard of Servant Advisors Group, you&rsquo;ll get the straight talk and valuable insight you need to craft your ideal retirement. From analyses of current financial trends to lighthearted and informed looks at the retirement news of the day, the &ldquo;Retirement Results Podcast&rdquo; is your next must-hear show. Listen and subscribe today!

Retirement Results Podcast

When Social Security Changes, Retirement Plans Follow

Your portfolio can quietly drift into dangerous territory without you realizing it. This episode of the Retirement Results Podcast explores portfolio rebalancing and why many investors nearing retirement unknowingly take on more risk than intended. The conversation breaks down how strong-performing sectors can overwhelm diversification, how risk tolerance shifts as retirement approaches, and why unmanaged portfolios often become concentrated in a small group of stocks. Through real-world examples and historical perspective, the discussion highlights how rebalancing helps portfolios stay aligned with intended risk levels rather than letting market momentum dictate retirement outcomes.

Connect with Dan & Phil at Servant Advisors Group

Your portfolio can quietly drift into dangerous territory without you realizing it. This episode of the Retirement Results Podcast explores portfolio rebalancing and why many investors nearing retirement unknowingly take on more risk than intended. The conversation breaks down how strong-performing sectors can overwhelm diversification, how risk tolerance shifts as retirement approaches, and why unmanaged portfolios often become concentrated in a small group of stocks. Through real-world examples and historical perspective, the discussion highlights how rebalancing helps portfolios stay aligned with intended risk levels rather than letting market momentum dictate retirement outcomes.
Connect with Dan &amp; Phil at&nbsp;<a href="https://servantadvisors.com/contact/">Servant Advisors Group</a>

When Your Portfolio Starts Sleeping at the Wheel

After years of strong market performance, retirement confidence is rising—but is that confidence leaning too heavily on recent gains? The conversation explores why market-driven optimism can be misleading and how short-term growth doesn’t always line up with long-term retirement needs. The discussion covers volatility, income uncertainty, Social Security concerns, inflation, and why relying solely on portfolio growth may create risk later on. The focus shifts to building durability through planning, diversified income streams, and separating money meant for growth from money meant to pay the bills in retirement.

Connect with Dan & Phil at Servant Advisors Group

After years of strong market performance, retirement confidence is rising&mdash;but is that confidence leaning too heavily on recent gains? The conversation explores why market-driven optimism can be misleading and how short-term growth doesn&rsquo;t always line up with long-term retirement needs. The discussion covers volatility, income uncertainty, Social Security concerns, inflation, and why relying solely on portfolio growth may create risk later on. The focus shifts to building durability through planning, diversified income streams, and separating money meant for growth from money meant to pay the bills in retirement.
Connect with Dan &amp; Phil at&nbsp;<a href="https://servantadvisors.com/contact/">Servant Advisors Group</a>

When Market Gains Start Driving Retirement Decisions

When headlines get louder and money floods the market, is that noise worth paying attention to? In this episode of the Retirement Results Podcast, Kasey sits down with financial advisors Dan Groban and Phil Menard to unpack the Wall Street concept known as “dumb money.” They discuss why late-stage investor enthusiasm often shows up near market turning points, how volatility affects those nearing retirement, and why following the crowd can create added risk.

Connect with Dan & Phil at Servant Advisors Group

When headlines get louder and money floods the market, is that noise worth paying attention to? In this episode of the Retirement Results Podcast, Kasey sits down with financial advisors Dan Groban and Phil Menard to unpack the Wall Street concept known as &ldquo;dumb money.&rdquo; They discuss why late-stage investor enthusiasm often shows up near market turning points, how volatility affects those nearing retirement, and why following the crowd can create added risk.
Connect with Dan &amp; Phil at&nbsp;<a href="https://servantadvisors.com/contact/">Servant Advisors Group</a>

When Social Security Changes, Retirement Plans Follow

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