Fuzzy Math Is Sabotaging Your Retirement Plan

Fuzzy Math Is Sabotaging Your Retirement Plan

Released Thursday, 14th August 2025
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Fuzzy Math Is Sabotaging Your Retirement Plan

Fuzzy Math Is Sabotaging Your Retirement Plan

Fuzzy Math Is Sabotaging Your Retirement Plan

Fuzzy Math Is Sabotaging Your Retirement Plan

Thursday, 14th August 2025
Good episode? Give it some love!
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Running your retirement numbers is smart, but what if the math you’re using is built on shaky assumptions? In this episode, Liz exposes five common examples of “fuzzy math” that can quietly derail your financial future. From assuming past market averages will continue, to believing you’ll spend less once you retire, these rules of thumb often fall apart when real life kicks in. Liz explains why and shares how to replace guesswork with a plan grounded in reality.

Here’s some of what we discuss in today’s show:

  • Why average returns can be misleading in retirement planning
  • The pitfalls of a “dividends only” strategy
  • Why many retirees spend more, not less, in the early years of retirement
  • The hidden tax traps that can keep you in, or push you into, a higher bracket in retirement
  • Why waiting until 70 for Social Security isn’t always the best choice

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