The Retirement Myths That Still Trip People Up
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The Retirement Myths That Still Trip People Up
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What if some of the most common retirement “truths” don’t hold up anymore? Damon Roberts and Matt Deaton continue their myths-and-misconceptions series by unpacking assumptions around Social Security, withdrawal rules, healthcare costs, and retirement planning shortcuts. They explore how income, taxes, and risk intersect later in life, and why a written plan matters as retirement approaches. The conversation highlights how outdated rules of thumb can miss today’s realities—and why flexibility and clarity have become essential parts of the retirement conversation.
For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!
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