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This Episode’s Set List:

We’re back and busier than ever for our first episode of the newly launched Rockin’ Retirement show. We have a lot to cover in this show with a primary focus on the five big money mistakes that people make in retirement. But we’re also going to address the concern that Social Security is going broke and answer the financial questions you’ve sent us.

This will be a great episode for anyone approaching retirement, and we want to help you avoid making these key mistakes that happen all too often. Here’s the list that J’Neanne will break down:

  1. Taking Social Security Too Early
  2. Taking Advice from Friends and Family
  3. Failing to Review and Update Your Plan
  4. Assuming You Won’t Live That Long
  5. Sequence of Returns Risk

There’s a lot to get into on this show so come along and let us know if you have any questions about what we discuss.

Here are some of the things you’ll learn in this episode:

0:00 – Intro

2:31 – Headlines: Is Social Security Going Broke?

9:03 – Money mistake 1: Taking Social Security too early

11:45 – Money mistake 2: Taking Advice from Friends and Family

15:13 – Money mistake 3: Failing to Review and Update Your Plan

18:10 – Money mistake 4: Assuming You Won’t Live That Long

22:08 – Money mistake 5: Sequence of Returns Risk

25:05 – Answering your financial questions