Smart Wealth and Retirement

Top 5 retirement regrets and how to avoid them.


Listen Later

In this episode, financial advisors and retirement planners Jim Martin & Casey Bibb explore the top five regrets retirees often face and provide actionable steps to avoid them. Hosts discuss the importance of saving enough, the risks of starting Social Security too early, the pitfalls of retiring with too much debt, the consequences of retiring too soon, and the necessity of prioritizing health. Real-life examples and practical advice are shared to help you plan for a better retirement. Plus, a fun conversation about flying for the first time and enjoying beignets from New Orleans!


http://retiresmartscore.com <- Get your retirement score!

http://retirewithmartin.com/ <- Learn about working with Jim

www.planwellretirehappy.com 


00:12 Top Five Regrets of Retirees
00:43 Casey's First Flight Experience
01:52 Regret #1: Not Saving Enough
07:17 Regret #2: Starting Social Security Too Early
09:26 Regret #3: Retiring with Too Much Debt
14:15 Regret #4: Retiring Too Soon
17:12 Regret #5: Not Prioritizing Health
20:53 Listener Questions and Final Thoughts

Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
...more
View all episodesView all episodes
Download on the App Store

Smart Wealth and RetirementBy Jim Martin & Casey Bibb

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

35 ratings


More shows like Smart Wealth and Retirement

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

449 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

786 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

747 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,289 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

448 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

516 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

525 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

667 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

181 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

568 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

795 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

549 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

746 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

103 Listeners

Life Starts at Retirement by Maureen Dobranski

Life Starts at Retirement

22 Listeners