Having $5 million or more saved for retirement doesn’t mean you’re financially secure. In this episode, Dave and Derek break down the hidden risks wealthy retirees face — from tax drag and Medicare surcharges to concentration risk in tech, bond exposure mistakes, and long-term-care costs. They explain why planning ahead matters more at higher net-worth levels and share practical ways to reduce portfolio stress while maintaining growth. If you want to protect your retirement lifestyle, avoid over-hedging, and understand income strategies designed for big portfolios, this episode is for you.
👉 Schedule a conversation with the team at Strategic Wealth Partners to strengthen your retirement strategy: swpconnect.com
