Chapters:

00:00 Risk vs Reward in Retirement

00:41 Opportunity vs Crisis

02:16 Reassessing your partnership with risk

03:01 New Planning Pieces When Nearing Retirement

03:48 What does de-risking look like?

04:29 Why is De-Risking Important?

06:03 Bonds and alternatives for potential portfolio changes?

06:52 What Type of Equities we May Consider

08:23 Thoughts on Annuities?

09:50 How Much De-Risking Should I Consider?

11:05 Role of Taxes on Your Plan

11:50 Is There an Easy Button?

12:34 Let's Win the Fourth Quarter

15:01 Youtube Disc. TN & Words.mp4