10 Retirement Myths Too Many People Still Believe
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10 Retirement Myths Too Many People Still Believe
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There’s no shortage of retirement advice, especially on social media, where bold claims and simple formulas get a lot of attention. But how much of it actually applies to your unique situation? Sean plays MythBusters and takes on ten common retirement beliefs that can quietly undermine a well-built plan. If you’ve been relying on generic advice, it may be time to step back and consider a more personalized, thoughtful approach to retirement planning.
Here’s what we discuss in this episode:
📜 Wills vs. Trusts: Probate and control considerations
📊 Investment Shifts: Stocks, bonds, and rule-of-thumb thinking
🧩 Social Security Reality: Supplement, not solution
🧾 Tax Bracket Expectations: Retirement tax may surprise you
💼 Working Longer: Backup plans aren’t guarantees
Schedule a 15-minute consultation: https://calendly.com/erg-slc/15minutediscoverycall
Get your free copy of "Rounding Third:" http://rounding-third.elevatemyretirement.com/
Contact us:
(801) 639-0095
slee@erg-slc.com