The biggest retirement mistake may not be what’s in your portfolio—but how you react when markets get shaky. Brooks Bernhagen explores why the years just before and after retirement are especially vulnerable to emotional investing decisions. From sequence-of-returns risk to the temptation to move everything to cash during volatility, he explains how panic can create lasting consequences. Using a real client example, Brooks highlights the value of income planning, portfolio rebalancing, and having the right assets available when markets fluctuate.

Listen to Brooks every Saturday at 7 a.m. on KOTA.

Ready to build your retirement plan? Visit https://brooksfg.com/ to connect with Brooks and his team today!

The biggest retirement mistake may not be what&rsquo;s in your portfolio&mdash;but how you react when markets get shaky. Brooks Bernhagen explores why the years just before and after retirement are especially vulnerable to emotional investing decisions. From sequence-of-returns risk to the temptation to move everything to cash during volatility, he explains how panic can create lasting consequences. Using a real client example, Brooks highlights the value of income planning, portfolio rebalancing, and having the right assets available when markets fluctuate.
Listen to Brooks every Saturday at 7 a.m. on&nbsp;<a href="https://www.kotaradio.com/">KOTA</a>.
Ready to build your retirement plan? Visit <a href="https://brooksfg.com/">https://brooksfg.com/</a> to connect with Brooks and his team today!

When your retirement gets down to game time, who do you want making the calls? Don’t settle for second-best – get the advisor that knows the rules.

The Retirement Referee, hosted by Brooks Financial Group founder Brooks Bernhagen, shows how to go by the rulebook and get the most out of your retirement. With experienced insights, weekly deep dives into the financial trends of the day, and the retirement tips you’re looking for, the Retirement Referee is always a podcast instant replay. Listen and subscribe today!

When your retirement gets down to game time, who do you want making the calls? Don’t settle for second-best – get the advisor that knows the rules.
The Retirement Referee, hosted by Brooks Financial Group founder Brooks Bernhagen, shows how to go by the rulebook and get the most out of your retirement. With experienced insights, weekly deep dives into the financial trends of the day, and the retirement tips you’re looking for, the Retirement Referee is always a podcast instant replay. Listen and subscribe today!