7 Retirement Assumptions to Reconsider in 2025

14/08/2025 13 min
7 Retirement Assumptions to Reconsider in 2025

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Episode Synopsis

Get your customized planning started today by connecting with Dennis 👉 https://www.faith401kmgmt.com/contact_us/Just because something used to be true doesn’t mean it still is today, especially when it comes to retirement planning. In 2025, rising interest rates, tax uncertainty, and longer life expectancies mean it’s time to rethink some long-held financial beliefs. In this episode, Dennis shares seven retirement assumptions that sound smart on the surface but could quietly sabotage your financial future if left unchallenged. How many do you believe? Here’s some of what we discuss in this episode:📉 Why delaying Social Security doesn’t always pay💰 The truth about Roth IRA timing📜 The truth about how Social Security started and who it was for 🛑 The problem with assuming lower taxes⏱️ Why “I’ll just work longer” can backfireOur website: https://www.401k.faith Phone: (513) 898-1897 Contact our team: https://www.faith401kmgmt.com/contact_us/ Book an Introductory Meeting: https://www.faith401kmgmt.com/contact_us/ Check out our no-cost financial flipbooks here: https://www.faith401kmgmt.com/learning_center/flipbooks/ Join one of our upcoming events: https://www.faith401kmgmt.com/events.htm Check out our online calculators: https://www.faith401kmgmt.com/learning_center/calculators/ Check us out on YouTube: https://www.youtube.com/channel/UCpuK6WuipFhXBxujjM6nl7g Facebook: https://www.facebook.com/profile.php?id=100063561056644 LinkedIn: https://www.linkedin.com/in/dennis-horr-2ba3714/ X: https://x.com/dennishorr