In this episode of the Smart Wealth & Retirement Podcast, financial advisors and retirement planners Jim Martin & Casey Bibb of Martin Wealth Solutions break down some of the most common — and costly — mistakes people make leading up to and during retirement.

From emotional investing and improper risk management to underestimating taxes, Social Security timing, and overspending early in retirement, Jim and Casey explain why these issues show up so often… and what you can do to stay clear of them.

They share real-world client experiences, discuss the habits that lead to long-term success, and offer practical steps to help retirees and pre-retirees avoid unnecessary stress, poor decisions, and financial regret.

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00:00 – Introduction: Why retirement mistakes happen
03:05 – Mistake #1: Overspending early in retirement
06:14 – Mistake #2: Not having a written plan
08:10 – Mistake #3: Not investing your age
10:34 – Mistake #4: Working longer than you really needed to
13:29 – Mistake #5: Ignoring taxes until it's too late
14:23 – Mistake #6: Delaying big decisions
16:50 – Mistake #7: Not reaching out to our team
17:40 – Q&A with Casey
20:45 – Key takeaways & closing thoughts

Disclaimer

Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.