Why Some Retirement Plans Fail Before They Begin
The Savvy Investor Podcast · Mike Canet
Audio is streamed directly from the publisher (p.podderapp.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Is retirement really the most financially complex time of your life? That's what Fiona Greig, Vanguard's Global Head of Investor Research thinks. Mike Canet and Ryan Herbert dive into this question and unpack why the transition from saving to spending is more than just a financial shift—it’s an emotional and strategic overhaul. They explore how identity, income, taxes, estate planning, and long-term care all collide in retirement, and why working with a “phase two fiduciary” is critical to avoid costly missteps. Hear how one investor’s $14 million Bitcoin decision turned into a tax nightmare, and why timing and planning matter.
Want to begin building your retirement and tax plan? Schedule a 15-minute call with us here: 📅 https://bit.ly/3Rq2d9i
Follow us for more helpful insights:
🖱️ Facebook- https://bit.ly/3PmJcSt
🖱️ LinkedIn- https://bit.ly/44T88a9
🖱️ X - https://bit.ly/3PHxqDJ
See omnystudio.com/listener for privacy information.