05-27-25 ARI Fisico Mistake (MG TPM5.19)

Dear Patriot,

Yesterday, I exposed the false comfort of target-date funds. Today, let’s take back control by building a custom retirement portfolio that puts your goals first.

Here’s how smart retirees do it:

• Start with purpose—how much income do you actually need?

• Mix risk with reason—balance growth assets (like dividend stocks or ETFs) with safety nets (like TIPS or CDs).

• Add flexibility—build in cash, gold, or other liquid assets you can tap without selling in a downturn.

• Review it annually—not when Wall Street tells you, but when your life changes.

This isn’t about complexity—it’s about clarity. The elites tailor their portfolios to their exact needs. Now, so can you.

Tomorrow, I’ll show you why most retirees overlook sequence of returns risk—and how it can quietly ruin even a well-built plan

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Fun Fact Of The Day

A portfolio losing just 15% early in retirement can slash total income by 20+ years—if withdrawals aren’t managed properly.