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Retirement Roadmap – Why Playing it Too Safe Can Derail Your Retirement

By Scott Maxim Jan 10, 2026 | 3:02 PM

Are you playing it too safe in retirement? In this episode, Mark and Evan discuss why playing it too safe can derail your retirement. Though risk awareness is crucial, we also need allocated funds for long term growth- or else risk outliving our money.

Resources and Next Steps: Visit https://masterplanretire.com/ to access our retirement checklists, podcast episodes, and schedule a complimentary consultation. Call 770-980-9262 to speak directly with our team.

Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax, and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.

Recent financial pressures, tariffs, inflation, market volatility, we understand. They’re causing many near retirees to become more conservative with their investments. Completely understandable as retirees, aim to protect savings intended to last decades. However, we see that can be counterintuitive when you’re looking at making your money last your entire life.
–  Mark Fricks

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