Portfolio Resiliency in the Retirement Red Zone

25/10/2025

                    Portfolio Resiliency in the Retirement Red Zone

Listen " Portfolio Resiliency in the Retirement Red Zone "

Episode Synopsis


A confluence of factors must come together to create a resilient portfolio:
1. Market risk mitigation
2. Income predictability and maximization
3. Tax-efficiency
When all three come together in harmony, the result is a resilient portfolio that can withstand many of the toughest challenges retirees face.