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Glide Paths That Work: De-Risk Without Killing Growth

Master systematic de-risking as you approach financial goals. Learn when and how to shift from growth to capital preservation without abandoning returns too early.

Published September 19, 202516 min read

Glide Paths That Work

Derisk as you approach the goal; protect the outcome without abandoning growth too early.

Approach

  • Shift 5–10% out of equity each year starting 5–10 years before the goal.
  • Park final‑year money entirely in debt.

Tools

  • Goal Planner: Create glide paths per goal.