In this episode, Jackie SelbyWill Gonzalez discuss the common financial mistakes people make and how to recover from them. They emphasize the importance of learning from these mistakes and provide strategies for financial recovery, including understanding Social Security benefits and planning for retirement income. The conversation highlights the emotional aspects of financial decisions and the need for proper planning to ensure a secure financial future. In this conversation, they discuss the essential elements of successful retirement planning, emphasizing the importance of financial literacy, stress testing retirement plans, and adapting to inflation. They explore strategies for managing retirement income, including Roth conversions and budgeting for lifestyle goals, such as bucket list trips. The discussion highlights the need for personalized financial planning to ensure a comfortable and fulfilling retirement.

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