America is facing a retirement reckoning. A recent survey shows Americans believe they need $2.1 million to retire comfortably. Yet 62% have saved less than $150,000.
In this episode, Jerry breaks down:
• The structural retirement savings gap
• Why wages stopped keeping up with productivity
• The Social Security shortfall projected by 2032
• Inflation and sequence of returns risk
• Longevity and healthcare shock risk
• The Five Levels of Financial Freedom
• The Three Bucket Strategy for retirement planning
• Roth accounts, dividend income, and managing equity exposure
Retirement is not an event. It is a long-term risk management strategy.
Follow the Money: Master the Markets, Build Wealth, and Achieve Financial Freedom