How Early Retirees Handle Market Volatility With a Rising Equity Glidepath

In this episode, Lucas and Luna explore how early retirees can use a rising equity glidepath to manage sequence of returns risk. They break down the strategy using a concrete example: a retiree with a $1 million portfolio who starts at 30% stocks and 70% bonds, then gradually increases stock allocation to 70% over 10 years. The hosts discuss the historical data from the Trinity study, how the glidepath protects against a bad market in early retirement, and why it's counterintuitive but effective. They also address common concerns like rebalancing frequency and tax implications. Perfect for listeners planning early retirement or already living off investments. #RisingEquityGlidepath #SequenceRisk #EarlyRetirement #PortfolioStrategy #TrinityStudy #SafeWithdrawalRate #MarketVolatility #RetirementPlanning #AssetAllocation #FinancialIndependence #FIREMovement #PersonalFinance #Investing #RetirementIncome #RiskManagement #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo