Inflation may not dominate the headlines like it did in 2022, but for many Americans, it’s still the number one threat to retirement confidence. In this episode, Nathan unpacks a recent Schwab survey showing how concerns over rising costs are leaving pre-retirees and retirees feeling unprepared for their financial future. The sting of higher costs hasn’t fully eased, and that stress is keeping people second-guessing their retirement readiness.
Here’s some of what we discuss in this episode:
💸 Inflation’s lingering impact on retirement confidence
🛒 Why everyday costs like groceries & healthcare still sting
📈 Market cycles, recency bias, and investor mindset
🏦 Social Security, pensions, and realistic planning math
🌍 The surprising boost from international markets
Schwab Survey
USA Today Article, Americans believe this is the No. 1 obstacle to saving for retirement, by Medora Lee:
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