The Financial Red Zone – Cravitz Financial & Insurance Solutions

The Financial Red Zone

If you’re a football fan, you know how important the red zone is for your favorite team. It’s the area on the field that requires a higher level of execution but leaves you with a smaller margin for mistakes. The success you have in the red zone often determines whether or not you win the game.

Much like the game of football, retirement planning has a similar period of time where it’s essential for your long-term success. We call this the Financial Red Zone, and it’s the 5-10 years prior to retirement and the first years in retirement. Planning and execution become critical during this time and we’ll tell you why on this episode.

Here’s some of what you’ll learn on the podcast:

  • What is the Financial Red Zone? (2:01)
  • How you should manage your risk during this time. (4:47)
  • Every retirement plan should have these three types of money. (7:15)
  • Why being proactive with your finances will benefit you in the red zone. (10:01)
  • The experience we have working with people in this age range. (11:18)

If you have any questions, you can contact us online here: 

Take advantage of our free Retire Ready Checkup to get an assessment on where you stand:

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