440: The Retirement Death Zone: How to Help Protect Your Savings for the Long Run
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 • 564 Ratings
🗓️ 31 May 2024
⏱️ 30 minutes
🧾️ Download transcript
Summary
What unique challenges could you face during your retirement years? While some risks remain a constant, others can present themselves depending on where you are in your retirement planning journey.
In this episode, we discuss:
- When you will find yourself in the "Retirement Death Zone"
- How investment risk changes depending on your retirement stage
- Why it's important to rebalance your portfolio
- The risks of over-allocation
- How to create a protected income stream
Today's article comes from Advisor Perspectives titled, Mount Everest and the Decumulation Retirement Portfolio. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Our Market Outlook Webinar is live! Visit https://bit.ly/4bmHkUb to register.
Show Notes: Howardbailey.com/440
Rate & Review the Podcast: RetireWithPurpose.com/review
📧 WEEKEND READING FOR RETIREES: Receive CFP® insight on 4 hand-picked financial articles delivered straight to your Inbox each Friday: https://bit.ly/3OEdGgu
📅 SCHEDULE YOUR PERSONAL FINANCIAL REVIEW: Book a 15-minute call with Howard Bailey Financial to see how the topics discussed here apply to your individual situation: https://bit.ly/3z5mXIw
ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Every generation of retiree faces unique challenges and risks. |
| 0:05.1 | And today is no different. |
| 0:06.6 | Today we're going to be discussing what those unique challenges are that are going to be faced during your retirement years |
| 0:12.1 | and what you can do to create even more certainty in the future. |
| 0:15.9 | Music Hey, this is Casey and welcome to the Retire with Purpose podcast, where it is my mission to deliver clarity and purpose and elevate meaning in your life. |
| 0:32.8 | And if you've been around for a while, you know what I mean by that. |
| 0:35.5 | But if you're new to the show, I want you to know what to expect. We have both financial and non-financially related |
| 0:41.6 | conversations here on the podcast. We bring to you some world-class guests week in and week |
| 0:47.6 | out on a variety of different topics from health and fitness over 50 to fitness of your finances over 50. |
| 0:55.7 | And then every single Friday, we like to get together with you. |
| 0:58.3 | Just a couple of us sit down. |
| 0:59.4 | We have a conversation around a trending topic or an article or a blog post that we |
| 1:04.2 | recently came across. |
| 1:05.7 | Marshall Johnson and myself, we kind of kicked this off originally several years ago |
| 1:09.8 | where him and I were sharing a lot of articles back and forth. |
| 1:12.9 | And we said, well, why don't we share these with our fans? |
| 1:16.0 | And then it led to starting to have some conversations around these articles. |
| 1:19.9 | And we put together an email every single week that is a distillation of all of the articles that we share between us. |
| 1:26.3 | And we put those in an email every |
| 1:28.0 | single Friday, four articles on trending topics, put those in your inbox with summaries, |
| 1:32.3 | takeaways for myself, and all kinds of other great resources. You have to get signed up for |
| 1:37.3 | this resource. We're not going to fill up your inbox with garbage. We're going to fill it up |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Casey Weade, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Casey Weade and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.