In this empowering episode of Next Act Ninjas, Rachael Van Pelt dives into the world of retirement planning, debunking seven pervasive myths that can derail your financial future. From the misconception that Social Security is sufficient to cover retirement expenses, to the myth that downsizing will solve financial challenges, Rachael offers clarity, action steps, and inspiration to help you take control of your wealthspan.
Learn how to:
Packed with real-life examples, practical advice, and Rachael's signature blend of expertise and encouragement, this episode is your roadmap to building a secure and vibrant retirement.
Whether you're ready to retire or just starting to plan, tune in to discover how to create a future you can thrive in—financially and emotionally. Take action today to create your best next act!
Chapters
00:00 Introduction to Retirement Finance Myths
01:15 Myth #1 - Social Security Will Cover Most of Your Retirement
05:26 Myth #2 - Your 401(k) Match Is Enough
09:32 Myth #3 - You Can Work as Long as You Want
11:54 Myth #4 - Medicare Will Cover All Your Medical Expenses
14:32 Myth #5 - Downsizing Will Free Up Money for Retirement
17:20 Myth #6 - It’s Too Late (I’m Too Old) to Catch Up on Savings
20:29 Myth #7 - You Can Wing It
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Rightsized Home & Health Review https://bit.ly/4aiIBxx
Rachael Van Pelt, PhD is a retired healthspan scientist turned Realtor and longevity coach helping 55+ adults rightsize with confidence. If you’re unsure whether to move, stay put, or unlock equity, she’ll help you run the numbers, weigh the tradeoffs, and build a plan that supports both health longevity and financial freedom. Rachael works locally (in Colorado) as a Realtor and nationally as a coach. If you want expert guidance for your rightsizing journey, book a free strategy session using the above link.
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