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The Danger of Not Knowing What You Don’t Know (Ep. 17)
One of the biggest risks to your retirement may not be the market. It could be overconfidence.
Dan Reese examines the genuine risks of DIY financial planning, particularly in a world inundated with AI tools and financial influencers who oversimplify complex decisions. From emotional investing to overlooked tax landmines and Medicare surprises, Dan breaks down why retirement planning involves more than simply choosing investments.
You’ll learn how behavioral biases, sequence-of-return risk, and misunderstood withdrawal strategies may impact your financial future if overlooked.
What to expect:
Resources:
Connect with Dan Reese CFP®:
View all episodes
By Dan ReeseOne of the biggest risks to your retirement may not be the market. It could be overconfidence.
Dan Reese examines the genuine risks of DIY financial planning, particularly in a world inundated with AI tools and financial influencers who oversimplify complex decisions. From emotional investing to overlooked tax landmines and Medicare surprises, Dan breaks down why retirement planning involves more than simply choosing investments.
You’ll learn how behavioral biases, sequence-of-return risk, and misunderstood withdrawal strategies may impact your financial future if overlooked.
What to expect:
Resources:
Connect with Dan Reese CFP®: