3 Things Conventional Retirement Wisdom Gets WRONG

Jeremy Keil

Jeremy Keil

CFP®, CFA®, Certified Kingdom Advisor®

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    Jeremy Keil

    Jeremy Keil

    CFP®, CFA®, Certified Kingdom Advisor®

    [173] Sound retirement planning advice is incredibly valuable, but some of the things we might consider “conventional wisdom” in retirement planning are actually mistakes.

    Listen to this episode and discover why these pitfalls need to be avoided and what you can do about them as you plan your own retirement. 

    The three big mistakes “conventional retirement” makes are: 

    1. Inaccurate retirement longevity (0:30) 

    2. Inaccurate spending patterns (4:52) 

    3. Ignoring Social Security and taxes (8:58) 

    Paying closer attention to the details of your retirement can allow your retirement investment to perform at a more optimal level. Allowing for more contingencies that align with real-world circumstances can make an impact on making a more accurate and practical retirement plan. 

    Stick around to the end to learn more about why integrated retirement planning can be a great way to make the most out of your retirement investments. 

    Subscribe to Retirement Revealed to get new episodes every Wednesday. 

    Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts.”

    Resources from this Episode: 

    Longevity Illustrator
    Free Retirement Planning Video Course
    Safety-First retirement planning episode 

    Connect With Jeremy Keil: 

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    Jeremy Keil

    Jeremy Keil

    CFP®, CFA®, Certified Kingdom Advisor®

    Jeremy Keil, CFP®, CFA®, CKA®, is a financial advisor and owner of Keil Financial Partners. He helps people within five years of retirement make the right decisions around income, taxes, and investments. Jeremy is the author of Retire Today and has been featured in Kiplinger, The Wall Street Journal, and other national publications.

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