Okay, Boomer

Okay, Boomer

April 27, 2026 · 30 min

About this episode

The episode discusses common retirement mistakes and practical solutions for better financial planning.

Boomers take the blame (with a grin) while unpacking the real retirement mistakes that still trip people up today—failing to plan, claiming Social Security too early, relying on bad advice, and mismatching portfolios to actual needs. The episode leans hard into practical fixes: delay Social Security when it makes sense, build a real financial roadmap, ignore friends-as-advisors, and understand the difference between savings and portfolio strategy. A listener question adds clarity on when (and...

People in this episode

Host: Don McDonald

Topics covered

Keywords

Mentioned in this episode

Organizations: Social Security

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