There’s no shortage of retirement advice, especially on social media, where bold claims and simple formulas get a lot of attention. But how much of it actually applies to your unique situation? Sean plays MythBusters and takes on ten common retirement beliefs that can quietly undermine a well-built plan. If you’ve been relying on generic advice, it may be time to step back and consider a more personalized, thoughtful approach to retirement planning.
Here’s what we discuss in this episode:
📜 Wills vs. Trusts: Probate and control considerations
📊 Investment Shifts: Stocks, bonds, and rule-of-thumb thinking
🧩 Social Security Reality: Supplement, not solution
🧾 Tax Bracket Expectations: Retirement tax may surprise you
💼 Working Longer: Backup plans aren’t guarantees
Go inside the episode:
0:00 – Intro
0:39 – Myth #1
2:32 – Myth #2
3:50 – Myth #3
5:52 – Myth #4
7:14 – Myth #5
8:58 – Myth #6
10:57 – Myth #7
12:14 – Myth #8
13:45 – Myth #9
15:33 – Myth #10
Looking Back From The Mountaintop
