EP77: Geopolitics & Retirement Plans

On the Roadmap to Retirement Podcast, I talked with Jason Grover from Grover Financial Services about how geopolitical conflicts like the current Iran situation can spark fear and tempt investors to make drastic moves. Our core message was that “this time isn’t different”: if your goals haven’t changed and you still own great companies, the plan shouldn’t change just because of headlines you can’t control. For clients still accumulating, market drops can mean buying more shares while prices are down; for retirees taking income, we discussed setting aside a two-to-five-year “war chest” so lifestyle doesn’t have to change during volatility. We also covered how anxiety often peaks around retirement, why experience through past downturns matters, and how advisors add value through behavioral management, including using systematic, pre-committed strategies when emotions run high. Come back soon for another episode!

Added 23 Apr 2026