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)
More episodes of The Savvy Investor Podcast
- From Growing Wealth to Using It: The Retirement Shift Most Miss
- The Retirement Tax Surprise Catching People Off Guard
- Why Short-Term Losses Feel Bigger Than Long-Term Gains
- The Roth Conversion Sweet Spot
- When Markets Slip: Why Volatility Feels Bigger Than It Is
- Building a Retirement Roadmap You Can Follow
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