Strong markets feel good, but growth alone is not a strategy. As the year winds down, this episode asks a simple but often overlooked question: Are you still playing offense, or is it time to protect what you have built?
In this episode, Mark Taylan walks through the critical difference between building wealth and protecting wealth, and why knowing which mode you are in matters more than market headlines.
• The offense vs. defense mindset when it comes to wealth
• Why strong market years can quietly create hidden risk
• How rebalancing works and why it is more than just stocks vs. bonds