Some of the most common retirement advice out there is missing the mark and if you're nearing retirement or starting to picture what it looks like, it's worth a second look before you build your plan around it.

On this episode of the Retirement Matters Podcast, Dale breaks down the retirement "rules" worth rethinking: how to invest with confidence without giving up upside, how to plan your spending instead of guessing at it, whether leaving an inheritance changes your strategy, and how taxes quietly shape every decision along the way.

This episode is really about one thing: defining your purpose for retirement first, then building the financial plan that actually supports it- not the other way around.

Topics covered:

Why common retirement advice often misses the mark
Investing with confidence without sacrificing upside
Rethinking how you plan to spend in retirement
Inheritance: should it change your strategy?
How taxes shape your retirement income

Curious how our Five Maps approach could apply to your own retirement? Our team is ready to walk through it with you- and if you're not ready yet, that's okay too.

Call 270.600.PLAN or visit rdsmotherswealth.com/contact when you are.

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Retire the Way You Desire™ — Save Money. Plan Well. Live Happy.

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