What happens if you “retire your risk” at the exact moment you need a strategy the most? This episode explores whether pulling back from the market in retirement actually creates new risks, like falling behind inflation or misaligning your goals. Katherine Groce & Lawrence Kiely break down how separating income from growth assets can help shape a more flexible approach, with “buckets” designed for income, lifestyle, and legacy. They also discuss how risk tolerance can evolve over time, why performance comparisons can be misleading, and how a plan—not headlines or market trends—drives better decisions.
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Why Diversification Alone Isn’t Enough for Retirement
14:45

Sitting Down with the Murray Brothers from the Caddyshack Charity Golf Tournament
06:27

When Headlines Hijack Retirement Decisions
15:50