Could your retirement plan survive a 50% market crash? While financial gurus predict everything from historic bull runs to total economic collapse, Curtis James of Bear Market Financial Services is here to help you filter out the noise. In this episode, we dive into the dangers of "headline chasing" and why the DIY investment strategies that worked in your 30s can be risky in your 60s. Discover how to transition from simple wealth accumulation to a comprehensive strategy involving tax-efficient Roth conversions, Medicare planning, and the math behind guaranteed income.
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The Death of the 60/40 Portfolio: New Rules for a Shaky Market
46:22

The High Cost of Hitting Pause on Your Retirement
44:43

Why the Wealth Strategies That Got You Here Won't Get You There
50:23