Recorded on February 10th, 2025
In this first episode of Do You Have the Greenlight to Retire?, the Fitzwilliams Financial team tackles one of the most common fears among retirees—outliving your money.
Hosts Brian Lindberg, Tim Fitzwilliams, Corrine Fitzwilliams, and CFA Ron Wright share real stories from clients, explain why market losses can derail a plan, and offer clear, practical advice to start building retirement confidence now.
💡 Topics Covered:
• Why so many people feel lost in their retirement plan
• The risk of chasing gains vs. protecting what you’ve earned
• How emotions can cloud financial decisions
• What it means to approach retirement with clarity and strategy
Whether you’re five years from retirement or already retired, this episode lays the foundation for a smarter, more secure financial future.
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