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June 3, 2025 53 mins
In this episode of Retirement Success, Todd “MJ” Schnitt joins Steve and Elizabeth Holland to uncover the biggest lessons retirees often learn too late — and how you can avoid making the same costly mistakes. Here’s what you’ll take away:
  • Why a financial plan that looks good on paper isn’t enough — you need one that adapts and lasts
  • The real risk of hidden advisory fees and why full transparency is essential
  • How estate planning isn’t just for the ultra-wealthy — it’s for anyone who wants to protect their family
  • What retirees need to know about real estate vs. stock market returns
  • The power of catch-up contributions — and why most people don’t take full advantage
  • How a local fiduciary firm can provide real clarity and accountability when it matters most
  • Visual financial planning: why seeing your future helps you make smarter decisions
Whether you’re approaching retirement or already there, this episode delivers practical insights to help you stay ahead. 📞 Call now for a complimentary, no-obligation financial review at (727) 295-3451
🌐 Visit AskTheHollands.com for more info
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