This episode uncovers the non-market dangers that can quietly derail retirement plans—longevity, inflation, healthcare and long-term care costs, insurance gaps, estate mistakes, and behavior-driven decisions—highlighted for Lockheed and aerospace employees.
Senior advisors Michael Allen,CFP® and Steve Young explain sequence-of-returns risk, beneficiary and estate planning, liability and umbrella coverage, and the need to protect income with disability insurance.
They stress stress-testing plans, pre-planned behavior during market swings, and practical steps to keep your retirement resilient so you don’t outlive your savings.
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