
Sign up to save your podcasts
Or


This episode emphasizes the importance of not fighting market trends in retirement planning. It advocates for small, disciplined adjustments rather than drastic moves, highlighting the value of a solid planning foundation and strategic flexibility.
By Dave Zaegel, CPA, CFP4.8
66 ratings
This episode emphasizes the importance of not fighting market trends in retirement planning. It advocates for small, disciplined adjustments rather than drastic moves, highlighting the value of a solid planning foundation and strategic flexibility.