The Top Retirement Planning Mistakes (Ep. 104)

About this episode

The episode discusses common retirement planning mistakes and how to avoid them.

What are the biggest mistakes people make when planning for retirement—and are you unknowingly making one of them? In this episode of The Green Zone Podcast, Jeff Green and Lauren Smith break down some of the most common (and costly) retirement planning missteps, using real-world insights and practical experience from working with clients every day. From inflation and healthcare costs to investment strategy and income planning, they walk through what can quietly derail even the most well-intentioned plan—and how to think about these challenges more clearly. Whether you’re approaching retirement or already in it, this episode is a valuable reminder that small assumptions today can have a big impact down the road. Together, they discuss: Why underestimating inflation can erode your future purchasing power The growing risk of outliving your savings—and how to plan for longevity Common misconceptions about investment income and dividend strategies The balance between investing too conservatively vs. too aggressively How unrealistic return expectations can impact long-term outcomes The often-overlooked reality of healthcare and long-term care costs Why understanding your income…

People in this episode

Hosts: Jeff Green, Lauren Smith

Topics covered

• retirement planning
• investment strategy
• healthcare costs
• inflation
• income planning
• Social Security

Keywords

• retirement mistakes
• inflation
• healthcare costs
• investment income
• Social Security
• long-term care
• portfolio balance

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