What You See Isn’t What You Get: Hidden Leaks in Retirement Income

About this episode

The episode discusses misconceptions about retirement income and the factors that affect it, including taxes and fees.

Ryan Herbert & Katherine Groce break down common misconceptions about retirement income, taxes, Medicare premiums, and investment returns. They explore why a 401(k) balance isn’t entirely yours, how Social Security can be taxed, why Medicare costs can rise based on income, and how fees quietly erode returns. Through real examples and plain‑spoken explanations, the episode highlights how taxes, healthcare costs, and fees shape what retirement money actually looks like. Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call Follow us for more helpful insights: 🖱️ Facebook- https://bit.ly/3PmJcSt 🖱️ LinkedIn- https://bit.ly/44T88a9 🖱️ X - https://bit.ly/3PHxqDJ See omnystudio.com/listener for privacy information.

People in this episode

Host: Mike Canet

Guests: Ryan Herbert, Katherine Groce

Topics covered

• retirement income
• taxes
• Medicare premiums
• investment returns
• financial planning
• hidden fees

Keywords

• retirement planning
• tax implications
• Medicare costs
• 401(k) balance
• investment fees
• Social Security taxes

Mentioned in this episode

Organizations: Social Security, Medicare, 401(k)

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