The Truth About Retirement Planning: Separating Fact From Fiction (Ep. 97)

Retirement is one of the biggest transitions you’ll ever face—and with it comes a lot of myths, misconceptions, and half-truths that can cost you if you’re not prepared. On this episode of The Green Zone Podcast, Jeff Green and Lauren Smith break down the most common retirement planning myths they hear from clients and set the record straight with real-world strategies.From Social Security to Medicare, taxes to investment strategy, you’ll learn why the old rules of thumb don’t always hold up today—and what strategic planning really looks like for the next chapter of your life. Together, they discuss:Why Social Security isn’t enough to rely on—and how to think about when to take itThe myth of “spending less” in retirement (and why every day starts to look like Saturday)The risks of assuming you’ll “just keep working” if money gets tightWhat Medicare does—and doesn’t—cover in retirementWhy going too conservative with your investments too soon can potentially backfireTaxes in retirement: required minimum distributions, Roth conversions, and early planningHow longevity changes everythingWhy retirement planning doesn’t stop the day you leave the officeAnd more!Whether you’re still years away from leaving the workforce or already thinking about your retirement income strategy, this conversation will help you separate fact from fiction and plan with clarity.Connect With Winstone Wealth Partners:[email protected](713) 244-3030Schedule A Call With Jeff or LaurenWinstone Wealth PartnersLinkedIn: Jeff GreenLinkedIn: Lauren Smith