Listen " Why Staying Invested Is Your Greatest Advantage I Ep: 049"
Episode Synopsis
In this episode of the The Functional Retirement Podcast, host Thatcher Taylor discusses the importance of understanding market volatility and its impact on retirement planning. He reflects on the 2008-2009 market crash, emphasizing that many investors who panicked and sold during downturns often locked in losses, while those who stayed invested saw significant recovery. Thatcher advocates for a bucketing approach to investing, where assets are segmented based on when they will be needed, allowing retirees to weather market fluctuations without jeopardizing their financial security. He encourages listeners to focus on controllable factors, such as spending habits and mindset, and highlights the long-term benefits of remaining invested, even during market downturns.0:22 - 0:32 – Investment Analogy: 2008-20092:23 - 3:06 – Paper Losses vs. Real Losses4:19 - 4:54 – Investment Management in Retirement7:15 - 7:38 – Dynamic Spending Strategy8:55 - 9:22 – Long-Term Investment Opportunities13:31 - 13:53 – Impact of Missing Best Market Days✅Contact Thatcher at [email protected] with comments and questions!Are you over age 50 and need retirement help?Schedule a free consultation https://www.propathfinancial.com/get-startedSubscribe for all things retirement, investment, tax, & estate planning https://www.youtube.com/@functionalretirementJoin The Newsletter For All Wealth Building Tacticshttps://propath.ck.page/60fab1df4d DISCLAIMER: The information provided in these episodes is only to be considered helpful hints and education. Nothing said or shown is to be misconstrued as specific tax, legal, or investment advice. Consult with your tax, legal, or investment professional before acting on anything you see in these videos. Investment Advisory Services are offered through ProPath Financial, a registered investment adviser authorized to do business in states where registered or otherwise exempt from registration. Nothing discussed in this podcast should be viewed as investment advice.
More episodes of the podcast Functional Retirement Podcast
Retirement Taxation By Account Type I Ep:055
07/06/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.