Beliefs That Fool Retirement Savers The Most

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April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money. Today, we’re uncovering the beliefs that fool retirees and pre-retirees into making bad financial moves. We’ll cover some of the most common myths that can derail your retirement plans and explain why they might not be as true as they seem.

Here’s some of what we discuss in this episode:

0:00 – Intro

3:05 – Claiming Social Security ASAP

5:11 – Getting fooled into underestimating taxes

7:00 – Medicare misunderstandings 

9:22 – Set it and forget it retirement plans 

12:54 – The 4% rule 

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