April Fool’s: Beliefs That Fool Retirement Savers The Most

April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money. Today, we’re unpacking five retirement myths that often trick retirees into making decisions based on fear or flawed assumptions.

Here’s what we discuss in this episode:

🧠 Don’t let fear rush your Social Security decisions

💸 Tax planning is essential, not optional

⚠️ The 4% rule isn’t a one-size-fits-all solution

📉 Dividend stocks alone won’t fund your retirement

🔄 Retirement planning isn’t “set it and forget it”—adjustments are key

 

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