How To Invest Once You Retire

How To Invest Once You Retire

August 23, 2026 · 17 min

About this episode

This episode discusses how to properly manage investments after retirement to avoid financial pitfalls.

Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://learn.rootfinancial.com/9fc86c ======================= Your portfolio only had one job while you were working. The day you retire, it gets a second one, and almost nobody splits the money the right way between the two. I watched a client with three million dollars, all sitting in three stocks, get forced back to work after 2022. Those stocks have since fully re...

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