Are you more concerned with generating income or preserving capital?
Because Ken Fisher gives this PDF away for free as a lead magnet (a marketing tool to introduce you to his advisory services),
While stocks are volatile in the short term, Fisher reminds investors that volatility is the trade-off required to achieve the growth necessary to sustain a multi-decade retirement. Avoid "Rules of Thumb"
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Making time for personal passions is a recurring theme. Whether it’s gardening, painting, woodworking, or travel, the guide urges you to —a proven way to maintain mental and emotional well‑being.
Have you factored in how changing tax laws will affect your retirement drawdown?
Tip #99 was the shortest: “Review this list every year.” Are you more concerned with generating income or
Studies consistently show that missing just a handful of the market’s best-performing days drastically reduces long-term returns. Because the best days often occur immediately after the worst days of a correction, staying fully invested through market turbulence is statistically the safest path to long-term growth. 4. Withdrawal Strategies and Cash Flow Management Determine a Sustainable Withdrawal Rate
: Moving a portfolio entirely into cash or low-yield savings accounts out of fear of market volatility.
: Don't let savings sit in cash; put them into productive investments like stocks and bonds to grow. Tip #18: Beware of Annuities This link or copies made by others cannot be deleted
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The guide emphasizes that successful retirement requires more than just picking stocks; it requires a disciplined framework. Determine Real Cash Flow Needs
According to Fisher Investments, asset allocation—the mix of stocks, bonds, cash, or other instruments in your portfolio—is responsible for the vast majority of your long-term investment performance.
99 Retirement Tips from Ken Fisher guide is a popular resource offered by Fisher Investments