In this episode, the hosts discuss common financial mistakes that Baby Boomers make as they approach retirement, including overestimating Social Security, underestimating healthcare costs, and the importance of planning for the first year of retirement. They emphasize the need for a structured financial plan that includes understanding taxes, healthcare, and finding purpose in retirement. The episode also addresses listener questions about navigating retirement challenges, such as divorce and pension options.

 

Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/

See omnystudio.com/listener for privacy information.