A recent study reported that 76% of retirees regret not saving more money.

But after working with hundreds of successful retirees and analyzing thousands of survey responses, I've discovered something interesting:

Their deepest regrets actually have little to do with financial shortfalls.

Instead, they revolve around critical aspects of financial planning that significantly impact purpose, independence, and fulfillment in your golden years.

In this episode, I'm revealing three (3) retirement regrets that many people don't consider until it's too late.

I'm also sharing how to avoid the same mistakes so YOUR retirement is fulfilling instead of filled with regret.

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We help 100+ families across the country navigate retirement, optimize investments, and reduce taxes.

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***

EPISODE RESOURCES:

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Wondering how the new 'One Big Beautiful Bill Act' affects you and your retirement plan?

Don't want to read 870 pages of Congressional jargon?

I've got you covered!

In this episode, I'm breaking it all down and sharing the 5 biggest things retirement savers need to know.

I'm also addressing several broader provisions in the bill and clarifying some common misconceptions.

This giant (and confusing!) economic package touches nearly every aspect of your financial life.

So, pour yourself some coffee—or something stronger if you need it—and hit play.

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SCHEDULE A COMPLIMENTARY DISCOVERY CALL:

Looking to hire a retirement and tax planning expert?

We help 100+ families in 40 states across the country navigate retirement, optimize investments, and reduce taxes.

🗓️ Learn more and schedule a Discovery Meeting with us.

***

EPISODE RESOURCES:

✏️ Grab the Episode Show Notes

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Think you need millions of dollars to retire comfortably? Think again.

Most people believe they're "behind" on retirement savings because they're measuring against arbitrary benchmarks that don't reflect their unique situation.

But what if retiring at 62 is actually more achievable than you've been led to believe?

In this episode, I'm sharing:

► Why you should ignore popular savings benchmarks

► Why delaying Social Security isn't always the right move (and how taking it early might preserve MORE wealth)

► A simple 4-step process to build your personalized early retirement plan

If you're tired of feeling behind and want to discover how early retirement might be within reach right now, this episode is for you.

***

SCHEDULE A COMPLIMENTARY DISCOVERY CALL:

Need retirement & tax planning guidance?

We help 100+ families across the country navigate retirement, optimize investments, and reduce taxes.

🗓️ Learn more and schedule a Discovery Meeting with us.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📫 Join the Stay Wealthy Retirement Newsletter