Clearwater Retirement PodcastClearwater Retirement Podcast

Retirement Planning Isn’t Set It and Forget It & When Old Plans Meet New Risks | The Hidden Mistakes That Appear Late in Retirement & Balancing Offense and Defense

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On this week’s episode:

  • Michael Masor explains why “set it and forget it” investing doesn’t work as retirement gets closer.
  • Retirement plans can quietly drift out of sync when they’re left on autopilot too long.
  • Learn how inflation, healthcare costs, taxes, and market swings can reshape portfolios over time.
  • The show explores why dipping into retirement accounts is often a short‑term fix with long‑term consequences.
  • Michael also discusses managing political risk, balancing offense and defense, and navigating the shift from saving to spending before a misstep becomes costly.

Head down your Clear Path to Retirement with Michael today!

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Clearwater Retirement Podcast

Is your retirement plan clear as mud? Need a cleanse from all the noise in the financial world? You’ 
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