Episode 79: " Near Retirement? 5 Smart Moves to Protect Your Money in a Down Market"

𝗪𝗼𝗿𝗿𝗶𝗲𝗱 𝗮𝗯𝗼𝘂𝘁 𝗿𝗲𝘁𝗶𝗿𝗶𝗻𝗴 𝗱𝘂𝗿𝗶𝗻𝗴 𝗮 𝗱𝗼𝘄𝗻 𝗺𝗮𝗿𝗸𝗲𝘁?Market volatility can feel like a gut punch when you’re close to retirement. In this episode, we’re sharing 5 practical things you can do right now to protect your retirement savings and regain control of your plan—even when the market is tumbling.We cover how to adjust your retirement strategy, delay withdrawals, diversify income, and use powerful tools like Roth conversions to your advantage. If you're within 5–10 years of retiring, this is a must-watch!
✅ Don’t panic—get a plan.
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Chapters00:00 – 5 Things to Do Now if You’re Near Retirement & the Market is Tanking06:07 – Revisit Your Financial Plan (Make sure you have one!)08:28 – What Goes Into a Comprehensive & Holistic Retirement Plan15:15 – How to Revisit Your Financial Plan27:51 – Delay Withdrawals33:00 – Consider Roth Conversions40:18 – Diversify Your Income Sources46:00 – Review Your Spending Plan48:25 – How a Financial Planner Can Help
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