Episode Takeaways: 

• Don't panic about day-to-day market fluctuations, but consider the shorter time horizon of retirees and pre-retirees.
• Adopt a two-pocket strategy: invest for long-term growth and preserve some assets in principal-protected accounts.
• Focus on preservation and risk management, including addressing taxes, inflation, market setbacks, and healthcare.
• Transitioning to a new advisor can be made easier by acknowledging the good done by the previous advisor and emphasizing the new direction.
• Build a personal relationship with your financial advisor and seek someone who is positive, optimistic, and teachable about their financial future.

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