Ep 9: The Importance of the Financial Red Zone


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By Jammie Avila. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Retirement planning is much like football. The closer you get to the endzone, the more important the strategy becomes. Let’s take a look at these crucial planning years and talk about what you need to be doing to avoid a critical turnover.

Show Notes, Contact & Resources:



0:36 – Cornerstone got out and had a company party.

1:36 – What is the financial red zone and why is it important?

3:39 – What are some of the common mistakes that people make?

7:08 – Asset-based long-term care

7:58 – Another mistake: taking too much risk close to retirement.

9:23 – Client example of taking on too much risk.

11:50 – You shouldn’t be making audibles to your plan in the red zone.

13:03 – We see people that haven’t planned at all and they’re on the doorstep to retirement. It’s a challenge.

15:39 – Why is retirement planning easier for people that have started planning before the red zone?

16:55 – What you should be thinking about in the red zone.

13 episodes