7 Retirement Mistakes People Regret Most (and How to Avoid Them) episode artwork

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

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

NOW PLAYING

7 Retirement Mistakes People Regret Most (and How to Avoid Them)

0:00 17:03

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

MG Show MG Show The MG Show, hosted by Jeffrey Pedersen and Shannon Townsend, is a leading alternative media platform dedicated to uncovering the truth behind today’s most pressing political issues. Launched in 2019, the show has grown exponentially, offering unfiltered insights, comprehensive research, and real-time analysis. With a commitment to independent journalism and factual integrity, the MG Show empowers its audience with knowledge and encourages active participation in the political discourse. French Your Way Jessica: Native French teacher founder of French Your Way Boost your French listening skills and test your comprehension with this one of a kind series of podcasts. Get the chance to listen to a real conversation between native speakers talking at normal speed AND customise your learning experience through carefully designed sets of questions (2 levels of difficulty) available for download at www.frenchvoicespodcast.com. All interviews also come with the transcript. French teacher Jessica interviews native speakers of French from around the world who share a bit of their life and passion. Where else would you meet in one same place a French yoga teacher based in Melbourne, a soap manufacturer from Provence, or a couple cycling around the world? That Hoarder: Overcome Compulsive Hoarding That Hoarder Hoarding disorder is stigmatised and people who hoard feel vast amounts of shame. This podcast began life as an audio diary, an anonymous outlet for somebody with this weird condition. That Hoarder speaks about her experiences living with compulsive hoarding, she interviews therapists, academics, researchers, children of hoarders, professional organisers and influencers, and she shares insight and tips for others with the problem. Listened to by people who hoard as well as those who love them and those who work with them, Overcome Compulsive Hoarding with That Hoarder aims to shatter the stigma, share the truth and speak openly and honestly to improve lives. The Small Business Startup School – Business Notes | Financial Literacy | Retail Psychology – For Professionals & Entrepreneurs The Small Business Startup School Inc. Starting or buying a small business? While personal circumstances may vary, business patterns remain timeless. On The Small Business Startup School, we explore strategies, insights, and practical solutions to help entrepreneurs confidently navigate their journey.Hosted by Ola Williams—a retail entrepreneur, fintech founder, and financial coach with over two decades of experience—this podcast marries financial awareness and retail psychology with optimism to deliver actionable takeaways.Join us to learn, grow, and connect as we uncover the keys to business success.Let’s continue to learn together and be encouraged to keep on connecting!

Frequently Asked Questions

How long is this episode of Retire With Confidence?

This episode is 17 minutes long.

When was this Retire With Confidence episode published?

This episode was published on May 20, 2026.

What is this episode about?

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...

Can I download this Retire With Confidence episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!