What’s Missing from Dave Ramsey’s 9-Step Retirement Plan
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Show Notes
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Dave Ramsey is one of the most recognized voices in personal finance. His 9-step retirement plan is simple, direct, and built for mass appeal. But is it really the best path for your retirement? On today’s show, Phil shares his professional insight into each of Ramsey’s nine steps, from saving and investing to paying off your mortgage and planning for healthcare.
Here’s some of what we discuss in this episode:
🧮 Why planning requires math, not just motivation
🏠 Should you really pay off your mortgage early?
📊 Roth vs. Traditional: It’s not one-size-fits-all
🧓 Social Security decisions aren't just about age
💼 What long-term care insurance Ramsey skips over
🧰 How real strategy fills in the gaps Ramsey leaves
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