The Retirement Playbook

Episode 12 - Small Adjustments, Big Impact - Retirement Tips That Matter


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In this episode of The Retire Readiness Podcast, we break down why retirement isn’t just about saving money—it’s about calling the right plays at the right time. Whether you’re in the early stages of your career or already in retirement, the decisions you make now determine whether you move the ball or lose yardage.

We compare retirement planning to a football game—because it is a game of time, field position, and execution. On 1st and 10, you’ve got options. On 3rd and 15 or 4th down? You need a smart play—and you can’t afford a fumble.

We’ll dive into:

  • Why your retirement strategy changes based on where you are in the game
  • How to simplify assets and clarify income to avoid costly mistakes
  • The most overlooked piece of retirement: tracking your real spending
  • The difference between just participating in the market—and actually scoring
  • How our brand new Tax Impact Calculator at maxtaxtest.com can help you evaluate where taxes will hit you the hardest

Plus, we’re excited to announce our brand-new 30-minute TV show airing Sundays at 10:30 AM on Channel 10—designed to help all take control of their retirement story and stay informed.

🏈 Retirement isn’t about running the clock—it’s about running up the score. Tune in now and get the playbook built for your life.

www.wealthmaxfg.com

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The Retirement PlaybookBy Ed