Is Your Portfolio Ready for the Next Downturn?

What happens if a market downturn strikes just as you're relying on your retirement savings for income? Dan Groben and Phil Menard of Servant Advisors Group discuss how retirees can manage market volatility, inflation concerns, and bull market uncertainty without letting fear drive decisions. They explain why income planning matters, how portfolio allocation can impact long-term outcomes, and the risks of withdrawing from investments during a downturn. The conversation also highlights the importance of understanding what you're invested in and stress-testing your retirement strategy before leaving the workforce.

Connect with Dan & Phil at Servant Advisors Group

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