EPISODE · May 20, 2026 · 17 MIN
7 Retirement Mistakes People Regret Most (and How to Avoid Them)
from Retire With Confidence · host Josh Duncan, CFP®
Retirement planning is about far more than investments and account balances. In this episode, we break down the seven retirement mistakes people regret most and how to avoid them. (Only three are actually about money!)Many families spend decades building wealth, preparing for retirement, and focusing on financial security, yet still find themselves facing unexpected regret after leaving work. Why? Because successful retirement planning also involves purpose, relationships, health, lifestyle design, and making intentional decisions before time passes you by.We discuss critical retirement topics including:Social Security claiming strategiesRelationship changes in retirementRelocation mistakes retirees makeWhy delaying meaningful experiences can become a major regretIf you are within a few years of retirement or recently retired, this conversation will help you think more strategically about building a retirement that is financially secure and personally fulfilling.👉 Work with us at https://www.f5fp.com.About F5 Financial Planning:At F5 Financial Planning, we help individuals and families align their finances with what matters most so they can live lives of Freedom and Significance. We are a fee-only, fiduciary financial planning and investment management firm, meaning we don’t earn commissions or sell products — our only commitment is to our clients’ best interests. We provide comprehensive financial planning, investment management, tax-efficient strategies, and retirement planning for families, corporate executives, and entrepreneurs. Our team serves clients nationwide through virtual meetings and from offices in Illinois, Georgia and Florida.At F5, our goal is simple: to help you gain confidence, clarity, and control over your financial future so you can focus on the people and passions that matter most. Visit https://www.f5fp.com to learn more about our services and planning process.*****Advisory services are offered through F5 Financial Planning, LLC, an SEC-registered investment adviser. This content is for educational and informational purposes only and should not be considered personalized financial, investment, tax, or legal advice.Viewing these videos does not create an advisory relationship with F5 Financial. All investments involve risk, including possible loss of principal. For guidance specific to your situation, please consult a qualified professional.#FinancialFreedom #FinancialPlanning #WealthManagement #RetirementPlanning #F5Financial
What this episode covers
Retirement planning is about far more than investments and account balances. In this episode, we break down the seven retirement mistakes people regret most and how to avoid them. (Only three are actually about money!)Many families spend decades building wealth, preparing for retirement, and focusing on financial security, yet still find themselves facing unexpected regret after leaving work. Why? Because successful retirement planning also involves purpose, relationships, health, lifestyle design, and making intentional decisions before time passes you by.We discuss critical retirement topics including:Social Security claiming strategiesRelationship changes in retirementRelocation mistakes retirees makeWhy delaying meaningful experiences can become a major regretIf you are within a few years of retirement or recently retired, this conversation will help you think more strategically about building a retirement that is financially secure and personally fulfilling.👉 Work with us at https://www.f5fp.com.About F5 Financial Planning:At F5 Financial Planning, we help individuals and families align their finances with what matters most so they can live lives of Freedom and Significance. We are a fee-only, fiduciary financial planning and investment management firm, meaning we don’t earn commissions or sell products — our only commitment is to our clients’ best interests. We provide comprehensive financial planning, investment management, tax-efficient strategies, and retirement planning for families, corporate executives, and entrepreneurs. Our team serves clients nationwide through virtual meetings and from offices in Illinois, Georgia and Florida.At F5, our goal is simple: to help you gain confidence, clarity, and control over your financial future so you can focus on the people and passions that matter most. Visit https://www.f5fp.com to learn more about our services and planning process.*****Advisory services are offered through F5 Financial Planning, LLC, an SEC-registered investment adviser. This content is for educational and informational purposes only and should not be considered personalized financial, investment, tax, or legal advice.Viewing these videos does not create an advisory relationship with F5 Financial. All investments involve risk, including possible loss of principal. For guidance specific to your situation, please consult a qualified professional.#FinancialFreedom #FinancialPlanning #WealthManagement #RetirementPlanning #F5Financial
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7 Retirement Mistakes People Regret Most (and How to Avoid Them)
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