Today I’m talking through 4 (rarely-discussed) retirement planning misconceptions.
In fact, some of these misconceptions might not be misconceptions at all…
…they might be concepts that you’ve never even considered!
For example, is retirement planning a complex problem OR a complicated problem? (And why does it matter?)
And, should you develop a retirement plan from the outside in OR the inside out?
To help answer these important questions, I’m joined by Roger Whitney, host of the Retirement Answer Man podcast.
Along with being a great person and expert retirement planner, Roger is also a deep, critical thinker who will definitely get your wheels turning in this episode.
Key Takeaways
- Differentiating complex vs. complicated retirement issues
- Advantages of an agile approach to retirement planning
- The importance of personal values in retirement strategies
- Adapting retirement plans to life’s unpredictability
- Navigating misconceptions surrounding retirement preparation
- Tailoring retirement planning to individual circumstances
- The role of continuous management in retirement planning
- Aligning financial strategies with personal goals for retirement
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How to Listen to Today’s Episode
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Episode Resources
- Roger Whitney
- The Critical Difference Between Complex and Complicated [MIT]
- It’s Not Complicated [Book]
