On this episode of the Retirement Matters Podcast, we dive into an article from Schwab's Financial Research Center written by Rob Williams, CFP®, who at the time served as Vice President of Financial Planning at Charles Schwab. Rob outlines the three most common mistakes retirees make, and we break down each one while sharing how you can avoid letting these pitfalls sneak into your retirement strategy.
Check out the full article: here!
We'd love the opportunity to help you build your portfolio—and, more importantly, your Retirement Atlas™, a personalized plan designed to guide you through all Five Worlds of Retirement™. These three mistakes are just a few of the many challenges retirees may face, and our goal is to help you avoid not only these but also other common pitfalls that can quietly erode confidence over time.
At the top of the show, we also share an update to our podcast review process. If you've been listening and haven't yet left a rating or review, we'd be so grateful if you did. Every review helps us reach more families—and with every life we touch, we move closer to our vision: a world where retirees live with confidence and use that freedom to enrich the lives of those around them. We believe a retiree who feels less stress about money can be more present—as a spouse, a grandparent, a parent—and that's exactly why we do what we do.
👂 In this episode, you'll hear:
What Schwab's Rob Williams identifies as the 3 most common retirement mistakes
Why these mistakes are so common—and how to avoid them
How we help families build a plan using the Retirement Atlas™
Why your podcast review truly makes a difference
📩 Have a question or a topic you'd like us to cover? Email us at contact@rdswealth.com
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Always remember to Save Money, Plan Well, and Live Happy in Retirement.
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