A retirement plan built on assumptions can unravel when real expenses arrive. George Politarhos discusses the 4% rule, personalized pension income, retirement risk, long-term care, Social Security, taxes, and the danger of relying on a single “magic number.” He also outlines key Medicare decisions ahead of the October 15 through December 7 enrollment period, including prescriptions and plan comparisons. The episode explains why retirement planning must reflect each household’s income needs, debt, healthcare concerns, and available assets rather than a neighbor’s experience.

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