The Hidden Tradeoffs of “Playing It Safe” After You Retire

The Risk of Doing Nothing With Your Retirement Plan

Is doing nothing with your money actually a risky decision? In this episode, Mike Canet and Ryan Herbert break down why “wait and see” can create unintended consequences, especially as you move closer to retirement. They explore how fear driven by politics, markets, and headlines can lead to financial paralysis, and why a one-size-fits-all, set-it-and-forget-it approach may fall short in later stages of life. You’ll hear how a coordinated financial plan that covers investments, taxes, and estate considerations can bring clarity to complex decisions. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call [https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast] Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt [https://bit.ly/3PmJcSt] 🖱️ LinkedIn- https://bit.ly/44T88a9 [https://bit.ly/44T88a9] 🖱️ X - https://bit.ly/3PHxqDJ [https://bit.ly/3PHxqDJ] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

The Hidden Tradeoffs of “Playing It Safe” After You Retire

What happens if you “retire your risk” at the exact moment you need a strategy the most? This episode explores whether pulling back from the market in retirement actually creates new risks, like falling behind inflation or misaligning your goals. Katherine Groce & Lawrence Kiely break down how separating income from growth assets can help shape a more flexible approach, with “buckets” designed for income, lifestyle, and legacy. They also discuss how risk tolerance can evolve over time, why performance comparisons can be misleading, and how a plan—not headlines or market trends—drives better decisions. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call [https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast] Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt [https://bit.ly/3PmJcSt] 🖱️ LinkedIn- https://bit.ly/44T88a9 [https://bit.ly/44T88a9] 🖱️ X - https://bit.ly/3PHxqDJ [https://bit.ly/3PHxqDJ] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Why Diversification Alone Isn’t Enough for Retirement

Is diversification really working the way you think or is it missing the bigger picture in retirement? This episode explores why some retirement-focused portfolios outperformed growth models, and what that reveals about strategy versus simple asset allocation. The conversation breaks down how traditional diversification has evolved, why risk management matters differently in retirement, and how income, taxes, and distribution planning fit into the equation. You’ll also hear why chasing returns can lead to unintended consequences, and how aligning investments with specific goals may change the approach. It’s a practical look at shifting from accumulation to a more balanced, income-aware mindset. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call [https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast] Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt [https://bit.ly/3PmJcSt] 🖱️ LinkedIn- https://bit.ly/44T88a9 [https://bit.ly/44T88a9] 🖱️ X - https://bit.ly/3PHxqDJ [https://bit.ly/3PHxqDJ] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Sitting Down with the Murray Brothers from the Caddyshack Charity Golf Tournament

Mike Canet sits down with Bill Murray and his brothers for a wide‑ranging, unscripted discussion that jumps from the future of their long‑running charity golf tournament to beloved family memories, including famously labor‑intensive fried chicken and the cast‑iron skillet behind it. Along the way, they share offbeat party‑crashing stories, reflections on unforgettable performances, and a few laughs about aging, beards, and movie roles. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call [https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast] Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt [https://bit.ly/3PmJcSt] 🖱️ LinkedIn- https://bit.ly/44T88a9 [https://bit.ly/44T88a9] 🖱️ X - https://bit.ly/3PHxqDJ [https://bit.ly/3PHxqDJ] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

When Headlines Hijack Retirement Decisions

Headlines scream disaster, but do they deserve control over your retirement decisions? In this episode, Ryan Herbert and Lawrence Kiely unpack why market predictions, social media takes, and financial fear‑mongering often miss the mark. From bold calls that never came true to hot investing trends pushed for clicks, they explain why reacting to noise can derail long‑term planning. The conversation focuses on understanding context, filtering sources, and aligning financial decisions with your stage of life; not headlines, hype, or well‑meaning family opinions. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call [https://calendly.com/prostatis/15-minute-savvy-discovery-call-savvy-investor-podcast] Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt [https://bit.ly/3PmJcSt] 🖱️ LinkedIn- https://bit.ly/44T88a9 [https://bit.ly/44T88a9] 🖱️ X - https://bit.ly/3PHxqDJ [https://bit.ly/3PHxqDJ] See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.