Want To Learn More About Fortress Financial Group? | CLICK HERE!https://fortressfg.net/Check Out Our Social Media Pages!https://www.facebook.com/FortressFinancialGrouphttps://www.linkedin.com/company/fortressfinancialgroup/https://www.instagram.com/fortress_financial_group/?hl=enIn this episode of "Retire and Thrive," Dan and Kamie explain the "three buckets" strategy for managing retirement funds: short-term (emergency), intermediate-term (2-5 years), and long-term (growth). They discuss safe investment options like CDs and treasury notes, the importance of sustainable withdrawal rates, and using guardrails to ensure stable retirement income. Dan shares a client story illustrating how a home equity line of credit can provide flexibility during market downturns. The episode also covers the decline of pension plans and emphasizes planning for a confident, stress-free retirement.Disclaimer:Fortress Financial Group, LLC, is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Fortress and its representatives are properly licensed or exempt for licensure.The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All indices are unmanaged and may not be invested into directly. Investing involves risk, including loss of principal. Diversification does not guarantee a profit or protect against a loss in declining markets. Each client’s portfolio strategy is tailored based on their individual goals, risk tolerance, and time horizon, and may not be suitable for all investors. Kamie Roesler is not affiliated with, employed by, or compensated by Fortress Financial Group. Her participation in this video series is entirely voluntary, and she has not received any form of payment or other inducement for her involvement. The viewpoints and opinions expressed by Kamie Roesler are solely her own and do not necessarily reflect those of Fortress Financial Group.

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