Episode Synopsis " Volatility, Roth Conversions & Retirement Guardrails – What You Can Do Today"

Episode Title: Volatility, Roth Conversions & Retirement Guardrails – What You Can Do TodayHosts:Michael Mezheritskiy, President of Milestone Asset Management GroupRich LoPresti, Financial Advisor, – Milford OfficeIn this episode, Michael and Rich tackle one of the most pressing concerns for retirees and pre-retirees in 2025 — market volatility. They walk through how to plan effectively, stay calm, and make smart decisions in uncertain times.Key Topics Covered:📉 Market Volatility in 2025 — why it feels worse than it is, and how to stay focused.🧱 The Bucket Strategy — how to create income stability and protect yourself from market swings.📊 Sequence of Returns Risk — why early market losses in retirement matter more than you think.💸 Tax-Loss Harvesting — a proactive strategy to turn losses into long-term tax advantages.🔁 Roth Conversions — how to take advantage of market downturns to build tax-free wealth.🚧 Guardrails for Retirement — how Milestone clients know when (or if) to adjust spending.Whether you're already retired or on the cusp of retirement, this episode is packed with practical insights that will help you make smarter financial decisions during turbulent times.Have questions or want to explore if these strategies apply to your own plan? We’re here to help.📍 Milestone Asset Management Group🌐 milestoneamg.com📧 [email protected]📞 860-259-4800We offer complimentary conversations for those nearing or in retirement. As a fee-only fiduciary firm, we don’t sell products — we provide objective advice tailored to your goals.🎯 Episode Overview:📞 Contact the Milestone Team

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