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The 5 Biggest Retirement Planning Mistakes and How to Avoid Them
Welcome to A Smarter Way to Retire, hosted by Tony Leonardi, CFP® from Fairfield County, Connecticut. In this episode, recorded with insights from years of guiding retirees, Tony dives into the five biggest retirement planning mistakes that can jeopardize your financial future—and how to sidestep them.
Discover why retiring without a clear strategy can leave you vulnerable, how underestimating a 30+ year retirement lifespan risks outliving your savings, and the pitfalls of claiming Social Security too early or ignoring inflation and market volatility. Plus, learn why failing to adjust your plan over time can derail your dreams. Tony also explores how staying active, like with strength training, complements financial health for a vibrant retirement.
Key Takeaways:
- Build a personalized financial plan to avoid overspending or underspending.
- Plan for longevity with adjusted withdrawal rates (is 4% still enough?).
- Maximize Social Security by timing your claim wisely.
- Protect your portfolio with diversification against inflation and volatility.
- Review your plan annually to stay on track.
Tune in for practical tips and real client stories, like the woman who hesitated to buy coffee or the man debating his dream car. Whether you’re in Newtown or beyond, this episode offers actionable steps for a confident retirement.
Listen on:
- Spotify
- Apple Podcasts
- YouTube
Learn More: Visit LeonardiFamilyWealthcare.com for additional resources or download the 2025 Retirement Reset Checklist to start planning today. Subscribe and leave a review to help others find this valuable content!
View all episodes
Welcome to A Smarter Way to Retire, hosted by Tony Leonardi, CFP® from Fairfield County, Connecticut. In this episode, recorded with insights from years of guiding retirees, Tony dives into the five biggest retirement planning mistakes that can jeopardize your financial future—and how to sidestep them.
Discover why retiring without a clear strategy can leave you vulnerable, how underestimating a 30+ year retirement lifespan risks outliving your savings, and the pitfalls of claiming Social Security too early or ignoring inflation and market volatility. Plus, learn why failing to adjust your plan over time can derail your dreams. Tony also explores how staying active, like with strength training, complements financial health for a vibrant retirement.
Key Takeaways:
- Build a personalized financial plan to avoid overspending or underspending.
- Plan for longevity with adjusted withdrawal rates (is 4% still enough?).
- Maximize Social Security by timing your claim wisely.
- Protect your portfolio with diversification against inflation and volatility.
- Review your plan annually to stay on track.
Tune in for practical tips and real client stories, like the woman who hesitated to buy coffee or the man debating his dream car. Whether you’re in Newtown or beyond, this episode offers actionable steps for a confident retirement.
Listen on:
- Spotify
- Apple Podcasts
- YouTube
Learn More: Visit LeonardiFamilyWealthcare.com for additional resources or download the 2025 Retirement Reset Checklist to start planning today. Subscribe and leave a review to help others find this valuable content!