Monthly Archives: August 2022

2022 FEATURE

Navigating A Bear Market As A Soon-To-Be Retiree (Ep.111)



You’ve done it. You’ve invested, saved, and properly allocated your money to live a fulfilling retirement. But now the economy has entered a bear market and you don’t have as much money as you thought.

A bear market can cause you to make knee-jerk reactions that can affect your retirement plan. 

In this episode, Larry Heller, CFP® discusses how to navigate a bear market and shares some strategies to use when going through a bear market in retirement.

Larry discusses: 

  • How to find out your risk tolerance in a bear market
  • How you can review and rebalance your asset allocation during a bear market
  • What you should be doing with your cash right now
  • Ways to remain calm when your portfolio continues to go down
  • And more

Resources: 

Connect With Larry Heller:


2022 FEATURE

Transitioning Into Retirement and Gaining a New Purpose with George Jerjian (Ep.110)



Entering retirement can feel like crossing the finish line of a marathon, however, that doesn’t mean the race is entirely over.

A large struggle people face when they enter retirement is establishing their new identity outside of the workplace and staying engaged with the things that give them purpose.

In this episode, mindset mentor George Jerjian, a formal financial advisor and a prolific author who recently released “Dare to Discover Your Purpose: Retire, Refire, Rewire,” discusses the reality of new retirees and offers solutions to help overcome the common struggles people face after the honeymoon phase of retirement is over.

George discusses: 

  • The moment that altered the course of his life forever
  • The concept of identity and how you can avoid struggling with it during retirement
  • Why wealthy people never fully “retire”
  • What the DARE program stands for and how it can help you in retirement
  • And more

Resources:

Connect With George Jerjian:

Connect With Larry Heller:

About Our Guest:

As a formal financial advisor, George is on a mission to help retirees create a plan for their later years which is about much more than money for him. It is all about making a difference and helping those heading for retirement, creating a life of purpose, passion, and potential that reflects how we live today.

George has authored 11 books including his most recent release Dare to Discover Your Purpose. George works with clients across the world, from the UK, the US, Canada, as well as Australia and New Zealand.