Could one of the biggest retirement mistakes be assuming everything is already taken care of? In this episode, Brandon Bowen discusses several common assumptions that can create challenges for retirees and pre-retirees. Topics include evaluating whether your investment strategy still aligns with your goals, understanding the role of estate planning beyond high-net-worth households, and recognizing when a financial plan may need updates. The conversation explores how costs, taxes, beneficiary designations, and long-term planning decisions can affect retirement outcomes and why periodic reviews remain an important part of the planning process.

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