Episode Details
Back to EpisodesTalking about the Mrs. - The Misses that are so common in retirement planning
Episode 80
Published 1 month, 3 weeks ago
Description
In this episode, Johnnie breaks down the most common “misses” people make as they approach retirement. He explains why focusing only on account balances and investment returns can leave major gaps, especially around taxes, long-term care, and lifetime income. Johnnie emphasizes the mindset shift required when moving from accumulation to preservation and distribution.