The Hidden Risks in Retirement Planning
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The Hidden Risks in Retirement Planning
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The Money and Meaning Podcast™ | Episode 2 – June 2025
Retirement planning isn’t just about market returns or withdrawal strategies—it’s about decision-making. And as we age, emotional and cognitive changes can quietly influence the way we handle money.
In this episode, Mark Rowlette and Damon La Tanzi talk about one of the most overlooked risks in retirement: the risk of being unprepared for how emotion and aging can affect your financial decisions.
They cover:
✔️ Emotional triggers that can derail good planning
✔️ Early signs of cognitive decline that can impact money management
✔️ Why it's crucial to plan while you're sharp and in control
✔️ How to use trusted contacts, legal documents, and annual reviews to stay supported
This Episode is for anyone wondering: “How can I set myself up to stay in control of my financial life—even if life throws a curveball?”
Interested in learning more? Visit https://www.southshoreretirementservices.com to schedule an introductory call or attend a live event with us today!