Retirement Redzone, The Last Mile

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Retirement Redzone, The Last Mile

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Ten straight up weeks, then a sharp pullback — and if you’re two to five years on either side of retirement, the fear is real. This is the Retirement Red Zone: the last mile into and out of your retirement date, and the most fragile window in your entire financial life.This week on Money On Tap, Ben Brayshaw and Dan Michelon turn last week’s market-history conversation into a practical playbook for anyone near retirement: how to avoid the paralysis that wrecked so many retirements in 2008–2009, and what to actually do right now.What you’ll learn:

Why a 35-year-old and a 65-year-old should do the opposite thing in a pullback
The accumulation-to-distribution switch most people don’t know exists
What history says: after 40 sharp selloffs since 1980, markets were higher 75% of the time a year later
Sequence-of-returns risk — why the first five years decide everything
Building a 1–3 year retirement runway with ~4% cash and T-bills
Rebalancing a 60/40 that drifted to 75/25
Diversifying away from a top-10 that’s now 40% of the S&P (8 of them tech)
Buffered ETFs — a 20% buffer with a 12–15% cap, explained
Foundational income, annuities, and the tax-aware withdrawal piece most firms skip

Plus Money In The News:

Consumer prices rose 4.2% annually in May — the highest in three years (CNBC, Jeff Cox)
Elon Musk poised to become the first trillionaire — and just how much a trillion dollars really is
A top JP Morgan strategist’s four ways to prep your portfolio for “considerable danger” (David Kelly)

Mentioned on air: Our short sequence-of-returns risk video — watch it at brayshawfinancial.com.Read the companion blog: brayshawfinancial.com/blog
Schedule a free consultation: app.greminders.com/t/9f3ce72e/initialconsulta
Full Money On Tap episode library: brayshawfinancial.com/money-on-tapContact Us
Phone: 855-226-8551
Email: info@yourmoneyontap.com
Office: 116 South River Road, Bedford, NH 03110
Web: brayshawfinancial.com

What is value investing and why is it working again in 2026?
Value investing means buying strong, profitable, often dividend-paying companies at sensible prices and holding them patiently — the approach built by Benjamin Graham and made famous by Warren Buffett and Charlie Munger. It struggled while near-zero interest rates favored growth stocks, but higher rates flipped the equation: in 2026, value sectors like energy (~20%), industrials (~17%), and healthcare (~15%) are outpacing the S&P 500's roughly 8–9%. The appeal is simple — instead of borrowing to chase growth, these companies pay shareholders real income today, and reinvested dividends compound over decades.

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