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Retire SMART Podcast

Ep 448. Five Most Common Pitfalls in Retirement Planning

July 23 · 12 min · Episode 456 · 24.2 MB
0:00-12:20

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What are the biggest retirement planning mistakes financial advisors see over and over again? David Brooks is joined by Financial Advisor Alex Murray to break down the five most common pitfalls—from tax planning and withdrawal strategies to healthcare costs, portfolio management, and the often-overlooked challenge of finding purpose in retirement.