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Smart Wealth and Retirement
Jim Martin & Casey Bibb
100 episodes
1 week ago
A show designed to help retirees and pre-retirees live an awesome retirement.
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Investing
Education,
Business,
Self-Improvement
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All content for Smart Wealth and Retirement is the property of Jim Martin & Casey Bibb and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
A show designed to help retirees and pre-retirees live an awesome retirement.
Show more...
Investing
Education,
Business,
Self-Improvement
https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/a4/99/c4/a499c423-4be9-e284-d28c-5be08449010e/mza_274975698630832748.jpg/600x600bb.jpg
The 8 Retirement Mistakes That Could Derail Your Plan
Smart Wealth and Retirement
29 minutes
2 months ago
The 8 Retirement Mistakes That Could Derail Your Plan
In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions share the 8 things you should stop doing if you want a stress-free, confident retirement. They highlight the bad habits and costly mistakes that can quietly derail your financial plan — from ignoring inflation to putting off Social Security decisions — and offer practical ways to get back on track. Jim and Casey explain why avoiding these missteps can save you time, money, and worry, and they provide real-world strategies you can apply today to strengthen your retirement outlook.Want to work with us? Visit: http://retirewithmartin.com/Learn more: www.planwellretirehappy.com 00:00 Introduction and Welcome00:41 Why It’s Not Just What You Do — But What You Avoid01:38 Mistake #1: Waiting Too Long to Start Planning04:02 Mistake #2: Spending Without a Clear Retirement Budget06:17 Mistake #3: Over-reliance on Social Security09:04 Mistake #4: Ignoring Taxes in Retirement12:15 Mistake #5: Investing Emotionally Instead of Strategically16:02 Mistake #6: Carrying High-Interest Debt Into Retirement19:43 Mistake #7: Underestimating Healthcare & Long-Term Care Costs23:12 Mistake #8: Failing to Work with a Professional Advisor26:25 Closing Thoughts and How to Get Started Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Smart Wealth and Retirement
A show designed to help retirees and pre-retirees live an awesome retirement.