About this episode

The episode discusses common retirement mistakes and the unexpected events that can derail retirement plans.

Most retirement content talks about what to do. This episode talks about what actually goes wrong -- and how often it happens to people who thought they had it figured out. Joel Larsgaard of How to Money, Paula Pant of Afford Anything, and Jesse Cramer of Personal Finance for Long-Term Investors each nominate their worst retirement mistake for the wall of shame. Some make it. Some get argued off. All of them are more common than you'd think. What You'll Walk Away With Why "everything's going to go according to plan" is the most dangerous assumption in retirement -- and the gray swan events nobody sees coming that quietly derail otherwise solid plans The difference between a black swan and a gray swan: why divorce, health changes, and job loss in your early 60s aren't surprises exactly, and yet almost nobody plans for them Why most people retire two to three years earlier than they expected -- and why those lost years tend to be peak earning years The pre-tax wealth trap: why the number in your 401(k) isn't the number you actually get to spend -- and the planning that closes the gap Joel's RV warning: why the most regretted retirement purchase is almost always the one that seemed…

People in this episode

Guests: Joel Larsgaard, Paula Pant, Jesse Cramer

Topics covered

• retirement planning
• financial mistakes
• unexpected events
• retirement assumptions
• wealth management

Keywords

• retirement mistakes
• financial planning
• gray swan events
• 401(k) planning
• retirement purchases

Mentioned in this episode

Organizations: How to Money, Afford Anything, Personal Finance for Long-Term Investors

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