The biggest retirement mistake may not be what’s in your portfolio—but how you react when markets get shaky. Brooks Bernhagen explores why the years just before and after retirement are especially vulnerable to emotional investing decisions. From sequence-of-returns risk to the temptation to move everything to cash during volatility, he explains how panic can create lasting consequences. Using a real client example, Brooks highlights the value of income planning, portfolio rebalancing, and having the right assets available when markets fluctuate.

Listen to Brooks every Saturday at 7 a.m. on KOTA.

Ready to build your retirement plan? Visit https://brooksfg.com/ to connect with Brooks and his team today!

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