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Why Building Wealth and Protecting It Are Two Different Games

Why Building Wealth and Protecting It Are Two Different Games

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What if the same strategy that helped you build wealth could put your retirement at risk? Mark Cordner breaks down why retirement requires a different mindset than accumulation, especially during periods of market volatility. He explains the “two-pocket” strategy—balancing market-based assets with principal-protected money—to help manage risk, create flexibility, and avoid being forced to make decisions at the wrong time. From sequence-of-returns risk to inflation and confidence swings, this episode focuses on thinking differently as you transition into retirement.

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