Lots of Things Can Happen to Your Nest Egg After You Retire. Learn How to Protect It and Ensure Your Financial Freedom!

Most of us are told the same thing about investing: stay the course, ride out the dips, and trust the long term. But what happens when you no longer have decades to wait out a bad market because you're retired, or about to be?

That's why in this episode of the podcast I talk with Theodore Hicks about what it really takes to protect a nest egg once the paychecks stop coming.

In this episode you will learn:

• • Why the standard "invest for the long term" advice can be especially dangerous for people at or near retirement
  • Why the national debt and Social Security's funding gap matter to your own retirement plan
  • The truth about "safe" bonds and fixed income during a crisis or rising-rate environment
  • How a rules-based, multi-strategy approach can help protect a nest egg through a prolonged bear market
  • Why tax efficiency matters when managing withdrawals and why you shouldn't let the "tax tail wag the investment dog"

Links & Resources

• • Evidence-Based Investing: To Invest Well Over a Long-Term, Sometimes You Have to First Survive the Short-Term
  • Hicks & Associates Wealth Management, LLC
  • Ted's Socials
    • LinkedIn
    • Twitter/X
    • YouTube

If you enjoyed this episode, you might also like:

• • Episode 256: Creating Your Retirement Income Playbook with Ron Deutsch
  • Episode 242: Building Your Paycheck in Retirement with Laura Rehbein
  • Episode 250: Applying for Social Security and Medicare with Marcia Mantell

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