What hidden “germs” could be quietly weakening your retirement plan? Mark Cordner compares overlooked hotel bacteria to unseen risks inside investment portfolios, from overlapping funds to unnecessary fees. The conversation explores how headlines and bold predictions can distract investors, why long-term portfolio design matters more than market timing, and the importance of balancing financial planning with purpose and connection in retirement. They also break down common Social Security misconceptions and key housing decisions retirees face, including downsizing, renting, and home equity strategy.

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