Episode 80
Talking about the Mrs. - The Misses that are so common in retirement planning
Retire at New Heights with Johnnie Roberts
January 9, 202610m 0s
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Show Notes
In this episode, Johnnie breaks down the most common “misses” people make as they approach retirement. He explains why focusing only on account balances and investment returns can leave major gaps, especially around taxes, long-term care, and lifetime income. Johnnie emphasizes the mindset shift required when moving from accumulation to preservation and distribution.