Retirement planning isn’t just about growing your nest egg, it’s about making your money last as long as you do. In this episode, Tyler and Toni break down some of the most common mistakes people make heading into retirement and ways to avoid them. From starting Social Security too early to focusing too much on returns instead of income, they walk through what really matters when the paycheck stops.
You’ll also hear why rules of thumb often fall short, how to build a plan that fits your life—not your neighbor’s—and ways to create income that lasts decades, not just years. Tune in as we unravel some of the confusion around these topics and offer a wiser way to think about retirement.
Here’s what we discuss in today’s show:
📉 Why chasing returns isn’t a retirement income strategy
📆 The costly mistake of claiming Social Security too early
👂 Stop taking financial advice from your neighbor
🏡 Planning for the surviving spouse
Key Takeaway
"Your financial plan should be just as customized as your thumbprint."
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