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11 Ways Retirees Damage Their Retirement Success

Want a successful retirement? Let’s use the principal of inversion. We’ll identify the common mistakes, and then NOT do those things!

We make daily financial decisions as a function of long-held beliefs. Some logical and well-thoughts beliefs. Others as a function of pure trauma.

I see some people thinking about their portfolios incorrectly, and a concept called “asset-liability matching” can help.

Growing up, our neighbor was erratic. He was an unwell man, and it manifested in many ways. Today, we learn from him.

On perfectionism, theory of mind, and finding a “good enough” path to get through retirement with flexibility.

If dividends and investment income are supporting your lifestyle, does that matter for “safe withdrawal rate” retirement math?