Retirement Mistakes

Talking Real Money - Investing Talk

Don McDonald

Education, Business, Investing, How To

4.5 • 811 Ratings

🗓️ 1 June 2026

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Don and Tom tackle some of the most common retirement planning mistakes, with a particular focus on taxes and the danger of becoming overly obsessed with them. They discuss taxable Social Security benefits, the importance of diversifying across account types, Roth conversion considerations, tax-loss harvesting, and why most retirement decisions ultimately fall into the category of “it depends.” They also answer a listener question about navigating poor 403(b) plan options and the advantages o...

Transcript

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0:00.0	Your guides to a really great financial future. Tom and Don are talking real money.
0:12.0	It's all about money and leaf blowers. Hi, welcome to the money, leaf blower, and retirement show,
0:18.2	the Talking Real Money, Bapababum, podcast.
0:23.7	We're going to talk a little bit about retirement today, not really leaf blowers.
0:24.7	It just happens that my yard crew is here at the very moment
0:27.3	that we are recording this,
0:29.0	and they were supposed to be here yesterday.
0:32.6	And before you, Tom, say something about
0:35.2	why don't you mow your own yard,
0:37.2	it's hot and humid here.
0:39.5	So just be quiet.
0:41.7	We're glad you're there.
0:42.5	Welcome to the show.
0:43.3	I'm done.
0:43.8	That's Tom who was going to give me a hard time, but it's now not, I think.
0:47.3	We are going to talk a little bit about retirement today.
0:50.1	It's one of our favorite topics because we believe it's probably the thing you spend the most time
0:55.6	working toward financially. It is the big thing in our lives. It's that goal we have. We want to
1:03.7	enjoy the final period of our life without worrying about money. And yet a lot of us do worry about money.
1:12.5	And a lot of us make big mistakes when it comes to planning for retirement. So today on this
1:17.2	episode, we want to talk about those retirement errors, unforced and otherwise, that you make
1:26.2	when it comes to planning for and living in retirement.
	...

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