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EPISODE · Jan 23, 2026 · 26 MIN

The Retirement Red Zone

from Capitalize on Retirement

If you're within five years of retirement or already retired this episode focuses on the most critical phase of your financial life. David and Brandon break down why the "retirement red zone" matters and the key decisions that can make or break your plan: How market timing and sequence of returns impact retirement income Why balancing growth and protection is essential near retirement Common Social Security and tax planning mistakes to avoid How a coordinated income, tax, and investment strategy creates confidence

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The Retirement Red Zone

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Frequently Asked Questions

How long is this episode of Capitalize on Retirement?

This episode is 26 minutes long.

When was this Capitalize on Retirement episode published?

This episode was published on January 23, 2026.

What is this episode about?

If you're within five years of retirement or already retired this episode focuses on the most critical phase of your financial life. David and Brandon break down why the "retirement red zone" matters and the key decisions that can make or break your...

Can I download this Capitalize on Retirement episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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