"I planned for 30 years of expenses—but zero years of purpose."

This was a recent client's confession, and she's not alone.

In fact, nearly 40% of retirees say they wish they had waited longer to retire (and it's not about money).

In this episode, I'm revealing why even the most financially prepared retirees fall into identity crises and regret.

I'm also sharing my 5-step "Bridge Strategy" to help you retire with clarity and purpose, not just a seven-figure portfolio.

If you're planning FOR retirement but haven't considered what you're retiring TO, this episode is for you.

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"Cash is king" has guided investors since the 1987 market crash.

But what if this so-called "king" is actually putting your retirement plan at risk?

Millions of retirees are lured by today's enticing cash yields, confusing safety nets for sound investment strategies.

In this episode, I'm revealing why cash (even at 4-5%) is a deceptive long-term investment.

I'm also sharing details about a critical investment performance metric to help you make more informed portfolio decisions.

If you're wondering how to balance safety and growth in today's uncertain market, this episode is for you.

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2025 TAX CHEATSHEET

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As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF).

You'll also receive weekly retirement and investing tips from yours truly.

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***

EPISODE RESOURCES:

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You’ve finally made it to retirement!

But what if some of the choices you’re making right now are quietly pulling you back to work?

Every year, countless retirees are forced back into the workplace.

Not because they were reckless, but because they followed advice that sounded smart and safe.

In this episode, I'm sharing 7 of the most common retirement pitfalls that can derail even the best-laid plans.

I'm also sharing our Total Retirement System™—a comprehensive framework to ensure you retire once and never look back.

If you're approaching retirement (or already there) and want to avoid mistakes that force people back to work, this episode is for you.

***

2025 TAX CHEATSHEET

Subscribe to the Stay Wealthy Retirement Newsletter!

As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF).

You'll also receive weekly retirement and investing tips from yours truly.

👉 Click here to subscribe and grab your cheatsheet.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes