False Foundations: When Retirement Plans Crumble

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A financial plan is only as good as the assumptions it’s built on. In this episode, Ryan, Ron, and Nick explore how unrealistic assumptions can give you a false sense of security and take you inside our data-driven retirement process that you can count on. 

They cover everything from return expectations and inflation modeling to overlooked expenses and long-term care planning. You’ll learn about the “retirement smile” (go-go, slow-go, and no-go years), why healthcare inflation deserves its own category, and how minor blind spots—like travel, home maintenance, and car purchases—can throw a wrench into your future.

Learn more about how we use stress testing tools to make sure your plan holds up even in bad market conditions, and why regular reviews are critical to staying on course. 

Here’s what we cover in this episode: 

🧾 Healthcare and Social Security inflation are often miscalculated
 🏠 Expenses like home maintenance and cars are easily overlooked
 📊 Stress tests help ensure you won’t run out of money—even in a downturn
 🔁 Regular updates and realistic inputs = better long-term outcomes

Connect with us:

Web: https://wyzewealthadvisors.com/
Phone: [phone]

Watch the show on YouTube: https://bit.ly/3Ssra3H