The Retirement Mistakes That Cost Families the Most: Inherited IRAs, Bad Advisors, Estate Planning, and Income Planning

The biggest retirement mistakes rarely happen in the stock market. They happen when families inherit an IRA without understanding the tax rules, stay loyal to advisors who stopped doing the work years ago, put off estate planning until a crisis forces their hand, or retire without ever seeing a written income plan. This week, Logan and Don break down the costly mistakes they see every day, explain how to avoid them, and show you how thoughtful planning can help protect your wealth, your family, and your legacy. The most expensive retirement mistakes are almost always preventable—if you catch them before they catch you.