Most Americans spend decades focused on one question
"How much can I make?"
But the closer you get to retirement, the more important question becomes
"How much can I afford to lose?"
As markets continue climbing, inflation remains stubborn, and millions of Baby Boomers enter retirement, many investors are still relying on the same strategy they've used for decadeshoping the market continues to rise. But what happens when volatility returns, interest rates shift, or retirement income becomes more important than investment growth?
In this episode of Scriptures & Wall Street, Carlos Cortez Jr. breaks down the foundational principles behind Red Money, Yellow Money, and Green Money, explaining why understanding the different "colors of money" may be one of the most important retirement decisions you'll ever make. From stock market volatility and retirement income planning to principal protection, inflation, and the psychological traps that cause investors to make emotional decisions, Carlos challenges listeners to rethink what financial security really means.
The conversation also explores why every generation faces unique financial challenges, how Baby Boomers changed entire industries, and why retirees need a strategy built not only for growthbut for preservation.
Because building wealth is only half the journey.
Keeping it is what defines a successful retirement.
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GALLUP -The CliftonStrengths 34 Report
https//www.gallup.com/cliftonstrengths/en/403127/cliftonstrengths-34-report.aspx
The Color of Money
https//rumble.com/v73vhby-scriptures-and-wallstreet-the-color-of-money-replay.html?e9s=src_v1_s%2Csrc_v1_s_o&sci=e9473b97-5241-472d-a848-0bf18daac052
Schedule a consultation today!
https//cortezwm.com
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