Artwork

Content provided by Jude Wilson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jude Wilson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

5 Ways Wishful Thinking Can Damage Your Retirement (Part 1)

17:59
 
Share
 

Manage episode 483158086 series 3477542
Content provided by Jude Wilson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jude Wilson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

A little hope is good for the soul, but when it comes to retirement planning, wishful thinking can lead to serious financial mistakes. Today, we’re walking through 5 common examples of wishful thinking that can quietly damage your retirement and how you can build a plan that protects your future instead of relying on luck. From relying on outdated rules of thumb to underestimating healthcare costs, these are the “harmless” beliefs that can become costly mistakes if left unchecked.

Here’s some of what we discuss in this episode:

💸 Why “living off interest” no longer works
📉 The risk of retiring into a market downturn
📊 The myth of being in a lower tax bracket later in life
🏥 The hidden costs of long-term care
💰 Why your spending might not go down after all

Retirement Tax Bill Calculator

https://thetaxbomb.com/

Connect:

Website: https://centrusfs.com/podcast/

Call: 800-779-4592

Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/

  continue reading

136 episodes

Artwork
iconShare
 
Manage episode 483158086 series 3477542
Content provided by Jude Wilson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jude Wilson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

A little hope is good for the soul, but when it comes to retirement planning, wishful thinking can lead to serious financial mistakes. Today, we’re walking through 5 common examples of wishful thinking that can quietly damage your retirement and how you can build a plan that protects your future instead of relying on luck. From relying on outdated rules of thumb to underestimating healthcare costs, these are the “harmless” beliefs that can become costly mistakes if left unchecked.

Here’s some of what we discuss in this episode:

💸 Why “living off interest” no longer works
📉 The risk of retiring into a market downturn
📊 The myth of being in a lower tax bracket later in life
🏥 The hidden costs of long-term care
💰 Why your spending might not go down after all

Retirement Tax Bill Calculator

https://thetaxbomb.com/

Connect:

Website: https://centrusfs.com/podcast/

Call: 800-779-4592

Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/

  continue reading

136 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play