EPISODE · Apr 4, 2026 · 54 MIN
Balance Your Retirement Portfolio Now
from What Your Money Would Say · host Andrew McNair
What keeps so many Americans from reaching retirement goals—behavior, bad advice, or something deeper? Andrew McNair explores staggering statistics that reveal just how unprepared the average family really is, then digs into overlooked behavioral traps, misconceptions about saving, and the power of mentorship. This episode sets a candid tone, as Andrew shares practical ways to shift from passive saving to active investing, discusses how clear planning and the right "blueprints" can safeguard your future, and uncovers the crucial impact of taxes and withdrawal strategies. Which old habits might be quietly sabotaging your nest egg?The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on.https://swan-capital.com/attend-an-event/
What this episode covers
What keeps so many Americans from reaching retirement goals—behavior, bad advice, or something deeper? Andrew McNair explores staggering statistics that reveal just how unprepared the average family really is, then digs into overlooked behavioral traps, misconceptions about saving, and the power of mentorship. This episode sets a candid tone, as Andrew shares practical ways to shift from passive saving to active investing, discusses how clear planning and the right "blueprints" can safeguard your future, and uncovers the crucial impact of taxes and withdrawal strategies. Which old habits might be quietly sabotaging your nest egg?The personal finance landscape is one rocky terrain that should not be traveled alone. Listen in as we make finance easy to understand and simple to act on.https://swan-capital.com/attend-an-event/
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Balance Your Retirement Portfolio Now
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