Is your portfolio built for growth or for peace of mind? This episode of Retirement Simplified dives into the "good volatility" currently shaking the markets and why your reaction to a 5–10% dip is the ultimate litmus test for your retirement readiness. Curtis James breaks down the "Rule of 100" for age-based risk, the critical five-year window before retirement, and how to build a "Retirement Roadmap" that accounts for rising healthcare costs and the reality of inflation. Stop DIY-ing your future and learn how to transition from wealth accumulation to strategic preservation.
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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