Is your retirement plan riding the market’s highs—or prepared for the next downturn? This episode of Retirement. Simplified! with Peter Laliberte explores the risks of relying on the “Magnificent 7” stocks, why passive investing can leave you exposed, and how a managed, defensive approach can help preserve your savings. Learn the power of quarterly rebalancing, the red/yellow/green bucket system, and how to make smart choices with pensions and annuities. Discover why regular reviews and a flexible plan are key to avoiding costly mistakes and guarding your financial future.

Ready to connect with Peter? Contact him here.

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