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7 Pitfalls to Avoid If You Want to Stay Retired

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Manage episode 482883286 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte 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://staging.podcastplayer.com/legal.

You’ve finally made it to retirement!

But what if some of the choices you’re making right now are quietly pulling you back to work?

Every year, countless retirees are forced back into the workplace.

Not because they were reckless, but because they followed advice that sounded smart and safe.

In this episode, I'm sharing 7 of the most common retirement pitfalls that can derail even the best-laid plans.

I'm also sharing our Total Retirement System™—a comprehensive framework to ensure you retire once and never look back.

If you're approaching retirement (or already there) and want to avoid mistakes that force people back to work, this episode is for you.

***

2025 TAX CHEATSHEET

Subscribe to the Stay Wealthy Retirement Newsletter!

As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF).

You'll also receive weekly retirement and investing tips from yours truly.

👉 Click here to subscribe and grab your cheatsheet.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

  continue reading

225 episodes

Artwork
iconShare
 
Manage episode 482883286 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor Schulte 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://staging.podcastplayer.com/legal.

You’ve finally made it to retirement!

But what if some of the choices you’re making right now are quietly pulling you back to work?

Every year, countless retirees are forced back into the workplace.

Not because they were reckless, but because they followed advice that sounded smart and safe.

In this episode, I'm sharing 7 of the most common retirement pitfalls that can derail even the best-laid plans.

I'm also sharing our Total Retirement System™—a comprehensive framework to ensure you retire once and never look back.

If you're approaching retirement (or already there) and want to avoid mistakes that force people back to work, this episode is for you.

***

2025 TAX CHEATSHEET

Subscribe to the Stay Wealthy Retirement Newsletter!

As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF).

You'll also receive weekly retirement and investing tips from yours truly.

👉 Click here to subscribe and grab your cheatsheet.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

  continue reading

225 episodes

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