Fuzzy Math Is Sabotaging Your Retirement Plan

14/08/2025 19 min
Fuzzy Math Is Sabotaging Your Retirement Plan

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Episode Synopsis

Running your retirement numbers is smart, but what if the math you’re using is built on shaky assumptions? In this episode, Liz exposes five common examples of “fuzzy math” that can quietly derail your financial future. From assuming past market averages will continue, to believing you’ll spend less once you retire, these rules of thumb often fall apart when real life kicks in. Liz explains why and shares how to replace guesswork with a plan grounded in reality.Here’s some of what we discuss in today’s show:Why average returns can be misleading in retirement planningThe pitfalls of a “dividends only” strategyWhy many retirees spend more, not less, in the early years of retirementThe hidden tax traps that can keep you in, or push you into, a higher bracket in retirementWhy waiting until 70 for Social Security isn’t always the best choiceSubscribe to Liz's YouTube Channel: Best Path Advisors - YouTube