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Скачать или смотреть The Retirement Red Zone with Don Chamberlin III | The Retirement Planner Podcast Ep. 10

  • Chamberlin
  • 2025-09-10
  • 141
The Retirement Red Zone with Don Chamberlin III | The Retirement Planner Podcast Ep. 10
Holistic PlanningRetirement PlanningFinancial PlanningRetirement IncomeEstate PlanningTax PlanningFinancial EducationInvestment StrategiesMarket VolatilityChamberlinRetire Chamberlinholistic plannerincome in retirementretirement fundplan retirementmoney in retirementtax planningfinancial managementfinancial advisoryactive managementsequence of returns riskbucket plansocial securitytaxesred zoneretirement red zone
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Описание к видео The Retirement Red Zone with Don Chamberlin III | The Retirement Planner Podcast Ep. 10

It’s football season again, so imagine this: Your team is inside the 10 yard line and it’s first down. You have four chances to get points on the board, so the last thing you want to do is fumble, or throw an interception. You have to take advantage of the opportunities you have to the best of your ability.

Retirement planning is no different! When you get close to or fully entire your retirement years, you want to preserve your assets and make sure they last. A “fumble” in those critical years can mean a long, difficult recovery. That’s where bucket planning can be a key page in your playbook.

Join Certified Financial Fiduciary Don Chamberlin and his son Don III (“D.C.”) for the final episode of The Retirement Planner Podcast’s first season, and learn more about this time-segmenting strategy and how it can help you weather market volatility and live out your retirement dreams with confidence and peace of mind.

Ready to learn more? Click this link to schedule your no-fee 20-minute Strategy Session with one of Chamberlin’s Certified Financial Fiduciaries®!
https://fb.chamberlin-group.com/podcast

Sources:
1. Prosperity Capital Advisors. (n.d.). Don Chamberlin III. https://prosperitycapitaladvisors.com...
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3. CNBC. (n.d.). 2022 was the worst ever year for U.S. bonds. How to position for 2023. https://www.cnbc.com/2023/01/07/2022-...
4. Ostrowski, J. (2025, June 18). What the Fed's continued rate pause means for homebuyers and sellers. Bankrate. https://www.bankrate.com/real-estate/...
5. Mirolli, D. (2019, December 18). Retirement Red Zone. Forbes. https://www.forbes.com/sites/impactpa...
6. Rockefeller Capital Management. (n.d.). Bull and Bear Markets: Understanding Potential Election Implications for the Cycle Ahead. Retrieved July 21, 2025, from https://www.rockco.com/strategic-insi...
7. Roger G. Ibbotson. (2018, January). Fixed Indexed Annuities: Consider the Alternative. Zebra Capital. https://www.zebracapital.com/wp-conte...
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9. VanDerhei, J. (2019, March 7). Retirement Savings Shortfalls: Evidence From EBRI's 2019 Retirement Security Projection Model®. EBRI. https://www.ebri.org/content/retireme....
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13. Rogers, M. (n.d.). What Are Appropriate Financial Advisor Fees in 2025?. 360 Financial. https://www.360financial.net/post/wha....
14. Goyal, A., & Huang, J. (n.d.). An Empirical Evaluation of Tax-Loss-Harvesting Alpha. MIT Open Access Articles. Retrieved from https://dspace.mit.edu/bitstream/hand...
15. Wolters Kluwer. (n.d.). Historical Income Tax Rates. Retrieved from https://www.wolterskluwer.com/en/expe...
16. Edelman Financial Engines. (n.d.). Pros and Cons of Roth Conversion - Tax. Retrieved from https://www.edelmanfinancialengines.c...
17. Principal Financial. (n.d.). What's the 59½ rule for early retirement savings withdrawals?. Retrieved from https://www.principal.com/individuals...
18. Centers for Medicare & Medicaid Services. (n.d.). 2025 Medicare Parts A & B Premiums and Deductibles. Retrieved from https://www.cms.gov/newsroom/fact-she...

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