Holistic retirement planning isn’t a buzzword — it’s a framework for how real life actually works in retirement. Your investments matter, but they’re only one piece of a plan that has to coordinate income, taxes, and legacy decisions (and the ripple effects between them). In this episode of Retirement Roadmap with Master Plan Retirement Consultants, retirement planners Evan and Mark break down what “holistic” really means, why the old-school “buy and hold + check in once a year” model often falls short for today’s retirees, and how a truly comprehensive plan helps you avoid mistakes you don’t have time to undo once you’re on the “descent” side of the mountain.

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