Investing Like A Genius

As the saying goes, smart people learn from their own mistakes, while geniuses learn from the mistakes of others. In this episode, we’ll take a look at some common regrets shared by people who wish they had approached their retirement planning differently.

For example, many people fall into the trap of retiring too early, often realizing too late that they haven’t fully prepared for the years ahead. Whether you're eager to leave the workforce or find yourself unexpectedly retired, having a clear, strategic plan can make all the difference. Listen in as Tad, Toni and Tyler share some critical steps you can take to avoid common pitfalls like these and live the life you’ve always envisioned!

Here’s what we discuss in today’s show:

• Retiring prematurely, whether it’s voluntary or involuntary  
• Getting a plan in place if you’re 10 years or less away from retirement
• The potential increase in taxes and the importance of tax planning
• Strategies like Roth conversions to minimize future tax burdens and help protect your legacy

Key Takeaway 
“Going into retirement without a plan leaves you with a lot of questions in your mind and a lot of unease, really, because you don't know what to expect.”

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