What if becoming a 401(k) millionaire is only half the retirement planning story? In this episode, Stuart Seegmiller explains why market volatility can be a valuable reminder to review your portfolio, especially as retirement approaches. He discusses the difference between growing wealth and protecting it, why investment strategies may need to change over time, and how taxes can impact what your retirement savings are really worth. The conversation also explores the importance of understanding your allocations, avoiding emotional decisions, and making sure your retirement plan reflects your current goals rather than relying on old assumptions.

As the founder of Ashton and Associates, Abe Ashton has more than 20 years of financial planning experience helping thousands of families in Utah, Nevada, and across the country retire with confidence. Abe’s mission is to provide client-focused education and solutions to seniors and retirees, that help them achieve the retirement they’ve worked so hard for.

To get more information on Ashton & Associates, or to schedule a consultation call, 435-688-9500 or visit AshtonWealth.com