The Fuzzy Math That Could Derail Your Retirement

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In this episode, Tim gives us a lesson on “fuzzy math” and shows how numbers that sound right can still be dangerously wrong. He breaks down three common myths that could undermine your income, investments, and tax strategy—showing how to spot the flaws before they cost you. Because in money, small math mistakes can snowball into big, expensive problems. And the danger is, you often don’t see them until it’s too late.

Tim exposes the hidden traps that can derail even the best-laid retirement plans and how to avoid them. You’ll discover why some “safe” moves backfire, how small changes can snowball into big losses, and the planning tweaks that help you keep more of what you earn for decades to come. You’ll also learn to spot the math errors that look harmless but can quietly drain your wealth. 

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

💸 The risks of a dividend-only strategy

📊 The misleading promise of “average returns” 

🛡️ Protecting income in down markets

📜 Building a long-term tax plan

💡 Tax bracket myths in retirement

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Website: https://www.dyerwealthmanagement.com/

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The commentary on this Podcast reflects the personal opinions, viewpoints and analyses of Sage Capital Advisors, LLC DBA Dyer Wealth Management employees making such comment, and should not be regarded as a description of advisory services provided by Dyer Wealth Management or performance returns of any Dyer Wealth Management Investments client. The views reflected in the commentary are subject to change at any time without notice.

The opinions expressed in this Podcast are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed...