Latest / Financial Safari with Coach Pete
How to Succeed in Good Markets and Bad
In this episode of Financial Safari, Coach Pete and the team discuss why the investment strategy that builds wealth during your working years may not be the same strategy that protects your income in retirement. From concentrated company stock and cryptocurrency swings to the traditional 4% withdrawal rule, the conversation explores how market losses can have a much greater impact once regular withdrawals begin.
The episode breaks down sequence-of-returns risk, the importance of the financial “red zone,” and how separating money by purpose may help protect essential expenses while…
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