Diversification isn’t just about stocks—it’s about timing, taxes, and adaptability as retirement gets closer. A recent comment from JP Morgan Chase CEO Jamie Dimon sparks a wide‑ranging conversation on balancing risk, investing in and out of the market, and why retirement strategies should evolve with age. The discussion covers customized planning, alternatives beyond stocks, Roth conversions, and the danger of procrastination when there’s no deadline forcing action. The episode also explores how trust, communication, and comfort—especially for women—play a critical role in long‑term financial planning.

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Mike Riedmiller, President of Riedmiller Wealth Management joins you on Smart Retirement Strategies each week to break down retirement planning, personal finance, taxes, estate planning, and wealth management. Listen as Mike Riedmiller talks about his passion for financial planning, helping people, the importance of holding a fiduciary standard, and offers up transparent advice.