The biggest retirement mistakes often happen when small opportunities are missed along the way. In this episode, Jason Bergey highlights key retirement “windows” that can impact your long-term plan—from Social Security timing to catch-up contributions and required withdrawals. He explains how overlooking these details can lead to missed income, higher taxes, or limited flexibility later on. The discussion also covers common pitfalls as you approach the retirement “red zone,” including misjudging expenses, taking on too much risk, and failing to shift toward income-focused strategies.

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