Could playing it safe in retirement actually create more risk? Warren Buffett’s move of $373 billion into cash sparks a conversation about one of retirement’s biggest challenges: balancing market risk with the risk of being too conservative. Dylan Linsky explains why retirement investing requires a different strategy than the accumulation years, how cash flow planning impacts portfolio decisions, and why the right amount of market exposure depends on more than a simple stock-to-bond allocation. The discussion explores purpose-driven investing, inflation concerns, and avoiding emotional reactions during market volatility.

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As a certified financial planner for 35 years, Marc Linsky has been helping clients with wealth management, taxes, and everything retirement planning related. Join Marc each week along with his sons, David and Dylan, on The Retirement Reality Report. They help educate us on building assets for Life, Longevity and Legacy.