Kristian Finfrock Presents Retirement Financial Wellness Program at Edgerton Hospital Foundation

Retirement planning and investing require careful risk management and strategic adjustments, particularly as individuals transition from wealth accumulation to income dependence. Experts highlight the importance of managing sequence risk, where poor market returns early in retirement can significantly diminish savings, recommending a gradual reduction in stock allocation as retirees age. Educational programs, like the one offered by the Edgerton Hospital Foundation, aim to help retirees strengthen their financial security by focusing on overlooked tax strategies and retirement income planning. Additionally, financial advice emphasizes cautious, incremental approaches to building retirement income or side ventures, advocating small, validated steps over extreme risk-taking. These strategies collectively aim to protect retirees' lifestyles, ensure sustainable income, and promote financial wellness through disciplined planning and risk awareness.