Diversification, market volatility, retirement planning, inflation, sequence of returns.

This episode with @MoneyLifewithChuckJaffe is a sharp reminder that markets don’t move in clean, predictable patterns, especially heading into 2026. You’ll hear why global fragmentation and geopolitical risk are making traditional assumptions less reliable, and why diversification is not a nice-to-have right now, it’s a risk-management requirement.

The conversation hits the real-world planning angle too: most people don’t have a blueprint, they’ve just accumulated accounts over time. We talk about how to build a financial life inventory, clean up beneficiaries, reduce unnecessary complexity, and stress test your plan against the things that actually break retirements, inflation and sequence of returns.

If you’re doing year-end planning, thinking about retirement, or trying to protect your future without guessing what the market will do next, this is the practical framework to start with.

Balance Wealth Partners

https://www.balancewealthpartners.com/

404-441-9387