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#33 Stop Solving for Risk. Solve the math. | Why Your Income Shortfall is the Real Diagnosis
If you’ve ever sat with a financial advisor and spent the whole meeting circling “conservative, moderate, or aggressive,” you’re not alone. The truth is, risk tolerance isn’t the real issue — it’s the math. In this episode of the Legacy Life Podcast, we reveal why solving for risk can lead to emotional decisions that feel safe but quietly run you out of money, and how to fix it with clear, data-driven planning.
You’ll learn:
• Why risk tolerance questionnaires treat symptoms, not root problems
• How to diagnose your income shortfall before making investment decisions
• Why many retirees are “safely running out of money” — and how to stop it
• How to use dividend income and yield to generate cash flow without selling shares
• Why Warren Buffett’s simple investing principles still outperform complexity
When it comes to retirement, fear shouldn’t drive your plan — math should. The right diagnosis changes everything.
📅 Book a free income planning session
View all episodes
By Legacy Life FinancialIf you’ve ever sat with a financial advisor and spent the whole meeting circling “conservative, moderate, or aggressive,” you’re not alone. The truth is, risk tolerance isn’t the real issue — it’s the math. In this episode of the Legacy Life Podcast, we reveal why solving for risk can lead to emotional decisions that feel safe but quietly run you out of money, and how to fix it with clear, data-driven planning.
You’ll learn:
• Why risk tolerance questionnaires treat symptoms, not root problems
• How to diagnose your income shortfall before making investment decisions
• Why many retirees are “safely running out of money” — and how to stop it
• How to use dividend income and yield to generate cash flow without selling shares
• Why Warren Buffett’s simple investing principles still outperform complexity
When it comes to retirement, fear shouldn’t drive your plan — math should. The right diagnosis changes everything.
📅 Book a free income planning session