Brian Akers and Alex Monk discuss the importance of planning for financial volatility in retirement. They highlight the unpredictability of market movements, citing recent events like COVID-19 and tariff impacts. They emphasize the need for a diversified portfolio, including protected assets and growth investments, to mitigate risks. They advise against basing retirement spending on short-term market fluctuations and stress the importance of long-term planning. They also discuss strategies like Roth conversions and tax-efficient portfolio design to manage tax liabilities. The key is to have a plan that can adapt to market volatility and ensure financial security in retirement.
