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7 Retirement Assumptions to Reconsider in 2025
Manage episode 500232488 series 3650791
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Just because something used to be true doesn’t mean it still is today, especially when it comes to retirement planning. In 2025, rising interest rates, tax uncertainty, and longer life expectancies mean it’s time to rethink some long-held financial beliefs. In this episode, Dennis shares seven retirement assumptions that sound smart on the surface but could quietly sabotage your financial future if left unchallenged. How many do you believe?
Here’s some of what we discuss in this episode:
📉 Why delaying Social Security doesn’t always pay
💰 The truth about Roth IRA timing
📜 The truth about how Social Security started and who it was for
🛑 The problem with assuming lower taxes
⏱️ Why “I’ll just work longer” can backfire
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