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In this episode of the Retire with Peace podcast, host Dave Zaegel discusses the importance of balancing aggressive investing with safety and discipline, especially in retirement. He emphasizes the need for proper controls and safety measures before taking on more risk, such as setting aside at least five years of income outside the market. Zaegel also highlights the significance of having discipline in managing investments, including taking profits and reallocating funds for safety. The conversation aims to encourage listeners to focus on growth while ensuring they have a solid safety net in place.
By Dave Zaegel, CPA, CFP4.8
66 ratings
In this episode of the Retire with Peace podcast, host Dave Zaegel discusses the importance of balancing aggressive investing with safety and discipline, especially in retirement. He emphasizes the need for proper controls and safety measures before taking on more risk, such as setting aside at least five years of income outside the market. Zaegel also highlights the significance of having discipline in managing investments, including taking profits and reallocating funds for safety. The conversation aims to encourage listeners to focus on growth while ensuring they have a solid safety net in place.