You’ve probably heard the saying, “There’s no such thing as a bad question.” But in retirement planning, the way you frame your question often determines the quality of your answer.
In this episode, we’ll share some common retirement questions, and how a simple reframing might lead to a more useful answer.
Here’s what we discuss in this episode:
💭 A different way to think about long-term care decisions
🧾 Thinking about taxes beyond just “this year”
🧮 Social Security: why maximizing isn’t always the goal
🏠 Deciding whether to pay off mortgage debt
🪣 How bucket planning helps you manage (not avoid) risk
0:00 – Intro
1:50 – How much money to retire?
3:50 – Long-term care insurance
5:42 – Saving money on taxes
8:07 – Taking Social Security
12:09 – Mortgage decisions
14:57 – Managing risk
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