Retire On Your Best Path with Liz Whitteberry
If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach to planning and learn why it's so important to have a clear, comprehensive, collaborative, and compassionate process to get to, and through, retirement. If you have any questions or want to reach out, go to https://www.bestpathadvisors.com or call 817-849-1375 for more information.
Retire On Your Best Path with Liz Whitteberry
Fuzzy Math Is Sabotaging Your Retirement Plan
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Liz Whitteberry
Running your retirement numbers is smart, but what if the math you’re using is built on shaky assumptions? In this episode, Liz exposes five common examples of “fuzzy math” that can quietly derail your financial future. From assuming past market averages will continue, to believing you’ll spend less once you retire, these rules of thumb often fall apart when real life kicks in. Liz explains why and shares how to replace guesswork with a plan grounded in reality.
Here’s some of what we discuss in today’s show:
- Why average returns can be misleading in retirement planning
- The pitfalls of a “dividends only” strategy
- Why many retirees spend more, not less, in the early years of retirement
- The hidden tax traps that can keep you in, or push you into, a higher bracket in retirement
- Why waiting until 70 for Social Security isn’t always the best choice
Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube
