The Hidden Tradeoffs of “Playing It Safe” After You Retire

About this episode

This episode explores the risks of playing it safe in retirement and offers strategies for managing income and growth assets.

What happens if you “retire your risk” at the exact moment you need a strategy the most? This episode explores whether pulling back from the market in retirement actually creates new risks, like falling behind inflation or misaligning your goals. Katherine Groce & Lawrence Kiely break down how separating income from growth assets can help shape a more flexible approach, with “buckets” designed for income, lifestyle, and legacy. They also discuss how risk tolerance can evolve over time, why performance comparisons can be misleading, and how a plan—not headlines or market trends—drives better decisions. Want to begin building your retirement and tax plan?  Click Here to Schedule a 15-minute Discovery Call Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt 🖱️ LinkedIn- https://bit.ly/44T88a9 🖱️ X - https://bit.ly/3PHxqDJ See omnystudio.com/listener for privacy information.

People in this episode

Host: Mike Canet

Guests: Katherine Groce, Lawrence Kiely

Topics covered

• retirement planning
• risk management
• investment strategy
• financial goals
• inflation
• income generation

Keywords

• retirement
• risk tolerance
• investment strategy
• inflation
• financial planning

Mentioned in this episode

Organizations: The Savvy Investor Podcast

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