Cover of Can I Stop Chasing Investment Growth?

Can I Stop Chasing Investment Growth?

Can I Stop Chasing Investment Growth?

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Plenty of retirees reach a point where they don’t care much about growth anymore. They just don’t want to lose what they’ve spent 30 or 40 years building. Is that foolish? John doesn’t think so. When a team is up by nine late in the game, nobody calls a deep pass. They line up in victory formation and protect the ball. But taking a knee too early is its own mistake. John explains why the right time to pull back isn’t about your age, or even your retirement date. It’s about when you’ll actually need the money for income.

Here’s what we discuss in this episode:

🏈 Victory Formation: Protecting what you’ve built isn’t foolish

⏱️ Don’t Take a Knee Too Early: Pulling back too soon has a cost

📅 It’s Not Your Birthday: Timing depends on when you need income

🏛️ The Pension Factor: Steady income can change your risk needs

🧩 Not All or Nothing: Protect near-term money, invest the rest

🏍️ Plan to Stick Around: Your money likely needs to last decades

Connect with us:

Web: https://rosewoodwealthmanagement.com/

Phone: 919-391-3446

Schedule a Meeting: http://www.meetwithrosewood.com

Check us out on YouTube: https://bit.ly/46RaLvL

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