Tax Mistakes New Retirees Make

By |2026-03-04T23:03:23+00:00March 5th, 2026|Podcast|

Nobody likes tax season. But for new retirees, it can come with a few unwelcome surprises. The rules have changed, the income sources have shifted, and strategies that made sense during your working years may no longer apply. Today we're looking at some of the biggest tax mistakes retirees make as discussed in a recent Kiplinger article and whether these match what we see in the real world. 

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Financial Myths That Can Quietly Wreck a Retirement Plan

By |2026-01-19T15:37:49+00:00January 22nd, 2026|Podcast|

There’s no shortage of financial advice out there, and unfortunately, not all of it is good. Some of the most damaging retirement mistakes don’t come from reckless behavior, but from ideas that sound reasonable and get repeated often enough to feel true. Today, we’re busting some of the most common retirement planning myths and explaining why believing them can quietly derail an otherwise solid plan.

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