🦍 What a Gorilla Can Teach You About Retirement Planning

About this episode

Drew Erickson discusses the overlooked aspects of retirement planning using the Monkey Business Illusion to highlight common blind spots.

What can a gorilla teach you about retirement planning? In this episode of Money Not Math, Drew uses the famous Monkey Business Illusion to reveal a surprising truth: 👉 Even smart, attentive people can completely miss what’s happening right in front of them. When it comes to retirement, many people focus almost entirely on: • Picking the “best” investments • Chasing higher short-term returns • Watching the market every day Those things matter, but they’re only part of the story. In this episode, you’ll learn: 🦍 The “gorillas” in retirement planning most people overlook: • Lifestyle planning • Taxes in retirement • Healthcare and long-term care • Sequence of returns risk • Cash flow and distribution strategy 🛠 Three practical ways to stop missing the big picture in your financial life: 1️⃣ Zoom out beyond “How much will my portfolio grow this year?” 2️⃣ Build a written retirement plan that covers more than investments 3️⃣ Work with someone who can help you see your blind spots If you’re an empty nester with $300,000 or more in investable assets, this episode is designed to help you retire with confidence, not surprises. 🎧 Press play to make sure you’re not just counting passes…

People in this episode

Host: Drew

Topics covered

• retirement planning
• investments
• lifestyle planning
• taxes in retirement
• healthcare
• long-term care
• sequence of returns risk
• cash flow
• distribution strategy

Keywords

• financial planning
• investment strategy
• retirement confidence
• financial blind spots

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