Ep 5: The Financial Red Zone
Play • 15 min

Much like the game of football, retirement planning has a similar period of time where it’s essential for your long-term success. We call this the Financial Red Zone, and it’s the 5-10 years prior to retirement and the first years in retirement. Planning and execution become critical during this time and we’ll tell you why on this episode.

Here’s some of what you’ll learn on the podcast: 

·      What is the Financial Red Zone? (2:01)

·      How you should manage your risk during this time. (4:47)

·      Every retirement plan should have these three types of money. (7:15)

·      Why being proactive with your finances will benefit you in the red zone. (10:01)

·      The experience we have working with people in this age range. (11:18)


If you have any questions, you can contact us online here: https://cravitzfinancial.com/

Email: ryan@cravitzfinancial.com

Call: 714-462-9155

Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM) a Registered Investment Advisor. Cravitz Financial & Insurance Solutions are independent of each other. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Ryan Cravitz and Cravitz Financial & Insurance Solutions are not affiliated with or endorsed by the Social Security administration or any other government agency.

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