Episodes

  • The Hidden Risks That Can Derail Your Retirement
    Apr 2 2026

    Most retirees worry about market crashes, but some of the biggest threats to a successful retirement are the quieter ones: taxes, healthcare costs, poorly timed withdrawals, inflation, and emotional decisions made under pressure. In this episode of The Money Pros, the conversation breaks down the hidden risks that can quietly chip away at a retirement plan over time.

    The episode explores why taxes can become an unexpected burden in retirement, how sequence of returns risk can affect a portfolio early on, why healthcare expenses are often underestimated, and how longevity can stretch even a solid nest egg further than expected. It also looks at the shift from saving for retirement to creating income from retirement, and why that transition requires a different strategy altogether.

    Along the way, the hosts dig into real-world retirement scenarios and explain how small financial decisions, repeated over time, can create major long-term consequences. It’s a practical conversation about building a plan that is flexible, tax-aware, income-focused, and designed to help retirees stay confident through changing markets and changing life circumstances.

    If you have any questions for Matt and Bryson, contact the Money Pros by calling 877-359-1989 or you can click here to visit our website.

    Retiring, Retirement, Saving, Save, Plan, Planning, 401K, Pension, IRA,

    See omnystudio.com/listener for privacy information.

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    57 mins