Note sull'episodio
In this week's episode, Jay Peroni, CFP, tackles one of the biggest challenges facing today’s retirees: how to maintain confidence amid market volatility, inflation, tax uncertainty, and nonstop financial noise. Jay explains that retirement investing isn’t about chasing returns, it’s about building a reliable plan that provides predictable income, manages risk, accounts for longevity, and supports generosity no matter what the markets are doing.
The conversation explores how volatility affects retirees differently than younger investors, why sequence-of-returns risk can derail retirement income, and how predictable income can dramatically reduce stress and emotional decision-making. Jay also discusses the appropriate role of insurance-based tools, the growing importance of tax and inflation planning, and why many retirees underestimate how ...