What can a gorilla teach you about retirement planning?

In this episode of Money Not Math, Drew uses the famous Monkey Business Illusion to reveal a surprising truth:

👉 Even smart, attentive people can completely miss what’s happening right in front of them.

When it comes to retirement, many people focus almost entirely on:

• Picking the “best” investments

• Chasing higher short-term returns

• Watching the market every day

Those things matter, but they’re only part of the story.

In this episode, you’ll learn:

🦍 The “gorillas” in retirement planning most people overlook:

• Lifestyle planning

• Taxes in retirement

• Healthcare and long-term care

• Sequence of returns risk

• Cash flow and distribution strategy

🛠 Three practical ways to stop missing the big picture in your financial life:

1️⃣ Zoom out beyond “How much will my portfolio grow this year?”

2️⃣ Build a written retirement plan that covers more than investments

3️⃣ Work with someone who can help you see your blind spots

If you’re an empty nester with $300,000 or more in investable assets, this episode is designed to help you retire with confidence, not surprises.

🎧 Press play to make sure you’re not just counting passes and missing the gorilla in your retirement plan.

YouTube video: https://youtu.be/Bx2zpvfyxlM

🌐 Learn more or schedule a conversation: https://5stonefinancial.com/

Disclaimer:

This podcast is for educational purposes only and does not constitute legal, tax, or investment advice. You should consult a qualified professional regarding your personal financial situation before making any decisions.

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