Don’t Fumble in the Retirement Red Zone

Our 2 Cents – Episode #089

Don’t Fumble in the Retirement Red Zone

We’ve been following playoff football (even without the Bears) and it got us thinking about the “Retirement Red Zone” and why it’s critically important to not make a financial fumble when you’re so close to the finish line.

Next, we had Steve and Gabriel separately fill in the blanks on some financial potpourri, we’ll compare their answers and see why they chose what they did. Join now to listen to these great topics and an excellent listener question!

1. Don’t Fumble in the Retirement Red Zone:
   • What is the Retirement “Red Zone,” and what makes it such an important timeframe for planning?
   • What are some types of retirement fumbles, and can you recover them?
   • The plays you call in the red zone are different than the ones you use during the rest of the game, what kind of shifts should you consider making?
2. Financial Potpourri:
   • The best way to be sure you don’t run out of money in retirement is to _______________
   • The stock market has the ability to ____________.
   • If your advisor tells you _______________, you should run the other way.
   • When somebody comes to visit with you for the first time, they’re most likely to be worried about ___________.
   • The most common mistake that you see retirees and pre-retirees making is ____________.
   • The most gratifying part of your job is ___________.
3. Listener Question:
   • “I have a lot of company stock in my 401k. How much do you think is too much, as a percentage of the account?” – Carl

Tune in now to join us for this discussion!

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