Senior man hugging upset wife having financial problems

Combatting a Recession

May 25, 2023

Dana and Brad discuss creating a Sustainable Retirement Plan and the potential effects of a recession.


  • It is important to have a Sustainable Retirement Plan in place to help you react to major life changes
  •  A good rule of thumb is to have at least 6 months of your expenditures in a cash account to be prepared for the start of retirement

Download our FREE helpful resource, “What to Do in a Down Market”


Down Market

What To Do in a Down Market

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