Avoid These FIVE Retirement Planning Regrets

In this episode, financial advisors and retirement planners Jim Martin & Casey Bibb discuss the top five regrets of retirees and provide actionable steps to avoid them. Topics include the importance of saving enough, the implications of claiming Social Security early, the risks of retiring with too much debt, the consequences of retiring prematurely, and the significance of prioritizing health. The hosts also share insights from real-life cases, tips on financial planning, and personal stories to help listeners plan for a secure and enjoyable retirement. Special guest Casey Bibb shares his experience of overcoming the fear of flying. The episode closes with a lighthearted discussion on New Orleans' beignets.

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00:12 Top Five Regrets of Retirees 00:43 Casey's First Flight Experience 01:52 Regret #1: Not Saving Enough 07:17 Regret #2: Starting Social Security Too Early 09:26 Regret #3: Retiring with Too Much Debt 14:15 Regret #4: Retiring Too Soon 17:12 Regret #5: Not Prioritizing Health 20:53 Listener Questions and Final Thoughts Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.