What if some of the most common retirement “truths” don’t hold up anymore? Damon Roberts and Matt Deaton continue their myths-and-misconceptions series by unpacking assumptions around Social Security, withdrawal rules, healthcare costs, and retirement planning shortcuts. They explore how income, taxes, and risk intersect later in life, and why a written plan matters as retirement approaches. The conversation highlights how outdated rules of thumb can miss today’s realities—and why flexibility and clarity have become essential parts of the retirement conversation.

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