The Holland Group Retirement Wealth Advisors' Podcast

What Retirees Wish They Knew Sooner


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In this powerful episode, Retirement Success with the Holland Group — Hosted by Todd “MJ” Schnitt, Steve and Elizabeth Holland reveal the most common regrets and overlooked strategies retirees face — and how to avoid them.
Key takeaways:
  • Why choosing a local, independent fiduciary advisor makes all the difference.

  • The shocking limitations of most 401(k)s — and how better planning can expand your investment options.
  • Why “set it and forget it” is dangerous — and the high cost of hidden fees.
  • Real estate vs. stock market returns: which actually performs better long-term?
  • Catch-up contributions: a huge missed opportunity for most Americans over 50.
  • Estate plans aren’t just for the wealthy — they’re for anyone who wants to protect their family and avoid conflict.
  • A strong retirement plan includes tax strategyhealthcare planning, and a real distribution game plan — not just investments.
    📞 Your complimentary financial review is just a call away: (727) 295-3451
    📍 Visit AskTheHollands.com to schedule a no-obligation consultation today
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The Holland Group Retirement Wealth Advisors' PodcastBy "Retirement Success!" Podcast