In this heartfelt and timely episode, Dave and Nick step away from charts and market trends to focus on something just as important—the emotions behind the numbers. If you’re retired or nearing retirement, you’ve likely felt the weight of recent market turbulence. Maybe you’re wondering if your plan is still on track or feeling that itch to “do something” in response to all the headlines.

Don’t worry—you’re not alone.

Related: How to Put Together a Retirement Income Strategy

https://youtu.be/HmFVuNyDiCw

What’s Covered in This Episode

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  Why fear and uncertainty are natural (and even expected) during volatile markets

  
  


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  The importance of emotional awareness and knowing your personal reaction style

  
  


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  Why “just staying the course” isn’t just a catchphrase—it’s a lifesaver

  
  


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  Powerful insights from financial legends like Warren Buffett, Carl Richards, Morgan Housel, and Dr. Daniel Crosby

  
  


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  Practical ways to cope: from revisiting your risk tolerance to knowing when it’s OK to delay purchases

  
  


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  The value of talking it out early—with your advisor, your partner, or your financial planning team

  
  

💬 Key Takeaway:
Before making any big moves, it’s crucial to acknowledge your emotions, take a deep breath, and revisit your plan—not your panic. And remember: if your plan was built to weather storms (and it should be), odds are it’s more durable than you think.

Don’t Go It Alone

This episode is your reminder to reach out to your financial advisor. We’re here for the hard conversations before sleepless nights set in. Sometimes all you need is a listening ear, a calming voice—and a little reassurance that your financial ship is still on course.

🔗 Mentioned in This Episode:

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  Carl Richards’ podcasts on emotions and investing

  
  


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  Warren Buffett’s timeless wisdom

  
  


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  Morgan Housel’s The Psychology of Money

  
  


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  Dr. Daniel Crosby’s tips on emotional discipline

  
  


• Dave’s article on Life Boat Drills

Take Action

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  Tune out the fear-mongering news

  
  


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  Check in with your plan

  
  


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  Focus on what you can control

  
  


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  Reach out and talk it through

  
  

Ready to talk?

Visit us at srbadvisors.com or email us at info@srbadvisors.com to schedule a no-pressure chat. Let’s make sure you feel secure, no matter what the market is doing.

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