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Retire Without Regrets: Spending Smarter

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Manage episode 498784521 series 2536126
Content provided by BA Schrock Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BA Schrock Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What’s the one mistake that can quietly drain your retirement savings year after year? In this episode, Ben and Kaitlin tackle one of the biggest pitfalls retirees face: mismanaging their spending. Ben reveals the real threats to retirement income, and it’s not just inflation. It’s unrealistic budgets, healthcare curveballs, and those spontaneous purchases.

Here’s some of what we discuss in this episode:

💸 Why overspending early can ruin your retirement plan

🧾 The difference between realistic and wishful budgeting

🏥 Health insurance traps when you retire before Medicare

📉 What happens when you sell investments in a down market

🏠 How to plan for home projects without derailing your future

For more, visit us online: https://baschrock-fg.com/

  continue reading

143 episodes

Artwork
iconShare
 
Manage episode 498784521 series 2536126
Content provided by BA Schrock Financial Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BA Schrock Financial Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What’s the one mistake that can quietly drain your retirement savings year after year? In this episode, Ben and Kaitlin tackle one of the biggest pitfalls retirees face: mismanaging their spending. Ben reveals the real threats to retirement income, and it’s not just inflation. It’s unrealistic budgets, healthcare curveballs, and those spontaneous purchases.

Here’s some of what we discuss in this episode:

💸 Why overspending early can ruin your retirement plan

🧾 The difference between realistic and wishful budgeting

🏥 Health insurance traps when you retire before Medicare

📉 What happens when you sell investments in a down market

🏠 How to plan for home projects without derailing your future

For more, visit us online: https://baschrock-fg.com/

  continue reading

143 episodes

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