Uploaded November 2025 | Updated September 2026, 1 day ago
Are you worried about market volatility impacting your retirement? Financial Advisor Dustin Tibbits breaks down 3 simple, non-emotional strategies to protect your retirement portfolio during a market downturn.
The biggest risk in retirement is making emotional mistakes like selling at the wrong time. Don't let fear ruin your golden years—watch this video to build a plan that can weather any storm!
In this video, you will learn a practical action plan for handling stock market drops when you are in or near retirement.
Here’s what we cover:
Tip #1: Stress Test Your Portfolio. Learn the critical number you need to know about your portfolio's maximum potential downside.
Tip #2: The Cash Strategy. Find out why having 1-3 years of cash "on the sidelines" is crucial for managing sequence of returns risk.
Tip #3: The Tax-Efficient Withdrawal Strategy. How to make your withdrawals work for you and keep taxes in mind during volatile times.
0:00 Introduction / Why Volatility is Different in Retirement
01:50 Tip #1: Stress Test Your Portfolio (The critical number to know)
03:49 Tip #2: The Cash Strategy (How much cash you need on the sidelines)
05:10 Tip #3: The Tax-Efficient Withdrawal Strategy
06:30 Summary & Final Action Plan
Jazz Wealth Managers helps individuals and families achieve financial security through retirement planning and investing strategies. Our videos offer actionable guidance on navigating Roth IRA's, 401ks, IRAs, Social Security, and more. Whether you're approaching retirement or just getting started, learn how to make informed financial decisions for a prosperous future. Subscribe for more!
#retirement #retirementplanning #dohstr8
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For more information visit:
jazzwealth.com
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Business Affairs 📧Support@JazzWealth.com
Jazz Wealth Advisors was recently ranked #36 among financial advisors in the USA by USA Today (Financial Pros) as of April 2025. This ranking was published on 04/22/2025 and was prepared by the Financial Pros without any compensation paid by Jazz Wealth Advisors. The ranking is based on advisors with an AUM of up to $500M. Rankings and recognition from rating services are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance. For more information about the methodology used in this ranking and other important disclosures, please visit USAToday.com. Jazz Wealth Advisors is a registered fiduciary investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.
Are you worried about market volatility impacting your retirement? Financial Advisor Dustin Tibbits breaks down 3 simple, non-emotional strategies to protect your retirement portfolio during a market downturn.
The biggest risk in retirement is making emotional mistakes like selling at the wrong time. Don't let fear ruin your golden years—watch this video to build a plan that can weather any storm!
In this video, you will learn a practical action plan for handling stock market drops when you are in or near retirement.
Here’s what we cover:
Tip #1: Stress Test Your Portfolio. Learn the critical number you need to know about your portfolio's maximum potential downside.
Tip #2: The Cash Strategy. Find out why having 1-3 years of cash "on the sidelines" is crucial for managing sequence of returns risk.
Tip #3: The Tax-Efficient Withdrawal Strategy. How to make your withdrawals work for you and keep taxes in mind during volatile times.
0:00 Introduction / Why Volatility is Different in Retirement
01:50 Tip #1: Stress Test Your Portfolio (The critical number to know)
03:49 Tip #2: The Cash Strategy (How much cash you need on the sidelines)
05:10 Tip #3: The Tax-Efficient Withdrawal Strategy
06:30 Summary & Final Action Plan
Jazz Wealth Managers helps individuals and families achieve financial security through retirement planning and investing strategies. Our videos offer actionable guidance on navigating Roth IRA's, 401ks, IRAs, Social Security, and more. Whether you're approaching retirement or just getting started, learn how to make informed financial decisions for a prosperous future. Subscribe for more!
#retirement #retirementplanning #dohstr8
---Ready to subscribe---
youtube.com/jazzwealth?sub_confirmation=1
For more information visit:
jazzwealth.com
--- Instagram @jazzWealth
facebook.com/JazzWealth
--- Twitter @jazzWealth
Business Affairs 📧Support@JazzWealth.com
Jazz Wealth Advisors was recently ranked #36 among financial advisors in the USA by USA Today (Financial Pros) as of April 2025. This ranking was published on 04/22/2025 and was prepared by the Financial Pros without any compensation paid by Jazz Wealth Advisors. The ranking is based on advisors with an AUM of up to $500M. Rankings and recognition from rating services are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance. For more information about the methodology used in this ranking and other important disclosures, please visit USAToday.com. Jazz Wealth Advisors is a registered fiduciary investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.
