Jul 16, 2026 · 27 min · 10 segments
What’s driving the value of metals in this era geopolitical uncertainty, AI-driven demand and rising government debt? Robert Cohen joins Michael Hainsworth to explore the forces shaping gold, copper…
Michael HainsworthHostWhy? Well, because losses early in retirement do damage that cannot be fixed.
So when the markets fall, you're forced to sell more units to generate that same income.
This is called the sequence of returns risk, and it changes how we build portfolios.
Inflation doesn't retire when we do, but we also need protection in the early years.
Cash or short-term bonds to fund the next two to five years of withdrawals.
While I don't know your personal financial situation, advisors will often structure retirement portfolios to reduce early downside risk, not maximize returns.
Why? Well, because losses early in retirement do damage that cannot be fixed.
So when the markets fall, you're forced to sell more units to generate that same income.
This is called the sequence of returns risk, and it changes how we build portfolios.
Inflation doesn't retire when we do, but we also need protection in the early years.
Cash or short-term bonds to fund the next two to five years of withdrawals.
While I don't know your personal financial situation, advisors will often structure retirement portfolios to reduce early downside risk, not maximize returns.
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