Building a Retirement Strategy Beyond the Investment Account (Ep. 65)

Retirement planning can feel clear when markets are rising, but harder when income, taxes, inflation, and risk all collide.

Is your plan built around a portfolio, or does it actually account for what could go wrong?

In this episode, Greg DuPont reflects on 20 years in financial services and the lessons that changed how he thinks about retirement planning. He shares why mutual funds, ETFs, tactical investing, and annuities each taught him something different, and why no single tool can carry a retirement plan on its own. He also explains the six risks retirees need to plan for and why structure matters more than chasing returns.

Key takeaways:

Why low-cost investments can still leave retirees exposed when markets fall at the wrong time

How Greg DuPont’s early years in financial services changed his view of client protection

Why fixed indexed annuities became useful only when matched to the right retirement need

How six retirement risks shape the planning process before product choices are made

Why a retirement strategy needs structure, income planning, liquidity, tax planning, and timing

And more!

Connect with Greg DuPont:

Website: Greg DuPont