A seven-figure nest egg may look retirement-ready, but what if the real risks are hidden beneath the surface? 

This episode explores why a written retirement plan matters more than a portfolio balance alone. Nolan Baker discusses turning savings into reliable retirement income, avoiding concentration risk in tech, heavy portfolios, and building a “Plan B” for market volatility. The conversation also covers long-term care planning, protecting assets and family legacies from healthcare costs, and strategies to manage taxes throughout retirement. From Social Security decisions to Roth conversions and asset protection, learn how coordinating the pieces of a retirement plan can help create greater confidence and flexibility in the years ahead

 

 

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