00:00 – Intro: Why Retirement Planning Matters 01:14 – Misstep #1: Claiming Social Security Too Early 07:25 – Misstep #2: Spending Too Much or Too Little in Retirement 12:44 – Misstep #3: Poor Tax Planning & Withdrawal Strategy 21:09 – Misstep #4: Underestimating Health Care & Longevity Risk 29:06 – Misstep #5: Sequence of Returns Risk & Poor Portfolio Strategy 38:43 – Closing Thoughts: Don’t Be Reactive — Have a Plan
Nearly half of retirees fear running out of money — but many of those worries come from avoidable mistakes. In this video, Erin teams up with The Money Guy Show (Bo Hanson & Brian Preston) to break down the 5 most common retirement missteps that can cost you peace of mind and even hundreds of thousands of dollars. From claiming Social Security too early, to poor tax planning, healthcare surprises, and sequence of returns risk, we’ll show you how to avoid the traps and build a plan that lasts. Whether you’re in your 50s, approaching retirement, or already retired, this conversation blends strategy with psychology to help you retire with confidence.
Disclaimer: Please note that this video is made for entertainment purposes only and not to be taken as financial advice. Always make sure to do your own research.
