Most retirement plans focus on returns—but the real threats come from blind spots. In this episode, we break down the four major risks that can derail retirement if left unaddressed:
-
Market risk – How early losses and withdrawals can devastate even strong portfolios.
-
Long-term care risk – The financial and emotional impact of unexpected care needs.
-
Spousal risk – Why taxes often go up when a spouse passes away.
-
Financial elder abuse – The growing threat few retirees see coming.
Learn how integrated planning—not products—can help protect against all four.
Register for one of our almost Master's level advanced retirement courses: https://retirementplanningedu.org/courses/
Retirement Education Foundation is a Fiscally Sponsored Program of United Charitable, a registered 501(c)(3) public charity. This information is for educational purposes only and is not to be considered as tax, legal or investment advice.
Next Episodes
Podcasts you may like
Go Blue Detroit: The Michigan Football Podcast
Go Blue Detroit: The Michigan Football Podcast is the ultimate destination for fans of the Maize and Blue. Produced straight from the flagship station of Michigan Football—94.7 WCSX, part of Beasley [...]
Retirement Education Hour
Kirk Cassidy and Dr. Paul Metler shed light on the retirement industry.All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financia [...]
Haunted Michigan With Meltdown
Haunted Michigan is a podcast about the creepier, scarier, spookier side of the mitten state. Join your host, Meltdown, throughout October as he speaks with some of the top paranormal people in Michig [...]
Big Jim’s Garage podcast with Jim O’Brien
You know that guy who loves to talk with you about cars and racing? That’s Big Jim O’Brien – and you’re always welcome to stop by his garage as he hats with some of the [...]
The “Jim Bits” Podcast
Big Jim’s House Daily Podcast is your one stop shop for all of the best moments from inside the house! Catch up on everything you missed from inside Big Jim’s House.
