EP 20: Are You Making These Common Retirement Mistakes?

What are the most common retirement mistakes people make—and how can you avoid them?In this episode of The Point Podcast, Landis Wiley and Allen Wallace, Chief Investment Officer at Basepoint Wealth, explore the retirement planning pitfalls they see most often, from Social Security timing and Medicare premiums to Required Minimum Distributions (RMDs) and long-term tax strategy.They discuss why generic retirement advice doesn’t fit everyone, how taxes can rise later in retirement, and why planning ahead—sometimes decades in advance—can help retirees keep more of what they’ve worked so hard to save. The episode walks through major retirement milestones and explains how decisions at each stage impact income, healthcare costs, and legacy planning.This episode is ideal for anyone approaching retirement or wanting to better understand how tax-aware planning can improve long-term outcomes.We hope you’ve gained some valuable insights or maybe even a fresh perspective on our topic today. We would love to hear from you with your questions or specific topics you would like us to cover. Simply email us your questions or suggestions to [email protected] and who knows, your topic might be featured next.Be sure to subscribe to be notified of upcoming episodes. Basepoint Wealth, LLC is a registered investment advisor. Please visit www.basepointwealth.com for more information and important disclosures.