Are You in the Danger Zone?
Sep 4, 2026
Brad and Dana outline the “danger zone”: the five years before and after retirement, where smart decisions can drastically impact your financial security. They emphasize tax strategies, investment choices, and staying educated through workshops and continual learning as keys to success.
- The “danger zone” is the most critical window for retirement planning.
- Integrate tax, investment, and Social Security decisions for best outcomes.
- Attend workshops and seek professional advice to avoid costly missteps.
- Written plans offer greater financial protection during market swings.
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Will Your Money Last As Long As You Do?
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