Retiring Before You Start Social Security? Make This Crucial Portfolio Adjustment

If you're retiring before Social Security starts, there's a critical portfolio adjustment you need to make to protect your retirement. In this video, we break down why this change is so important and walk you through the step-by-step process to prioritize making your savings last.

We’ll use Becky’s case study—she’s retiring at 62 with a $1M portfolio but won’t claim Social Security until 67. That five-year gap is where many people make costly mistakes. I'll show you how to structure your portfolio to maintain financial stability, avoid selling stocks at a loss, and reduce the risk of running out of money.

Don’t assume your current allocation is the best fit for every phase of retirement. Learn how to adapt your strategy based on cash flow needs and market conditions.

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⏱Timestamps:⏱
0:00 - Becky's retirement plan
2:29 - Portfolio assessment and withdrawal rate
5:04 - A 5-year insulation plan
7:55 - Setting aside $ just in case
9:56 - Allocation recommendation
12:20 - Minimizing risk
14:09 - Wrap-up