Retirement planning doesn’t come with a do-over button, and the most dangerous mistakes are often the ones you don’t even realize you’re making. In this episode, Tad and Tyler reveal the most common retirement planning missteps they’ve seen over the years and explain how to avoid falling into those traps.

From ignoring the future tax implications of your savings to focusing too much on returns and not enough on income, these pitfalls can quietly threaten your retirement security. You’ll also hear why well-meaning advice from friends or coworkers can lead you astray, and why understanding how much you actually spend is critical. If you’re wondering whether your plan is built the right way, this conversation will help you get clearer on what needs to happen for your retirement to work.

Here’s what we discuss in today’s show:

💸 Roth conversions: how they can reduce your future tax burden

📉 Returns vs. income: why growth alone isn’t enough

👂 Why advice from well-meaning friends could derail your plan

💰 Understanding how much money you’ll really need in retirement

Key Takeaway

"You can do nothing and leave a big tax bomb behind, or you can take back control."

We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
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