Aug 21, 2026
Retirement changes the purpose of your investments. Instead of simply accumulating money, your portfolio now has to support your lifestyle, keep pace with inflation, manage risk, and provide income for an unknown number of years. In this episode, Nick and Eric tackle the questions that help determine whether you are truly ready to retire and how your investment strategy may need to evolve.
Here’s what we discuss in this episode:
❓ Key Questions: Lifestyle and longevity shape every decision
🌅 Retirement Phases: Spending often changes throughout retirement
✅ Retirement Readiness: Age alone does not determine preparedness
📈 Investment Strategy: Risk should reflect goals and needs
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💵 Income and Taxes: Withdrawal choices can affect long-term results