Episode

Retirement Mistakes

Podcast
Talking Real Money - Investing Talk
Published
Jun 1, 2026
Duration seconds
2339
Processing state
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Canonical source
https://www.buzzsprout.com/2607021/episodes/19275434-retirement-mistakes.mp3
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https://www.buzzsprout.com/2607021/episodes/19275434-retirement-mistakes.mp3
JSON
/v1/public/podcasts/talking-real-money-investing-talk-201087/episodes/retirement-mistakes
Markdown
/podcast/talking-real-money-investing-talk-201087/retirement-mistakes.md

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Summary

Don and Tom tackle some of the most common retirement planning mistakes, with a particular focus on taxes and the danger of becoming overly obsessed with them. They discuss taxable Social Security benefits, the importance of diversifying across account types, Roth conversion considerations, tax-loss harvesting, and why most retirement decisions ultimately fall into the category of “it depends.” They also answer a listener question about navigating poor 403(b) plan options and the advantages o...