Retirement planning comes with no shortage of conventional wisdom, but how much of it is actually true? In this eye-opening episode, Craig and Jennifer go full-on mythbusters mode to take down some of the most common financial planning myths that could seriously derail your future.
From the illusion of simplicity ("all I need is a will") to dangerous assumptions about income, inheritance, and investment strategies, they expose how outdated thinking can cost you, sometimes for generations. It’s a candid look at what real planning requires, especially if you’re a business owner or navigating a complex life transition. With decades of experience, Craig and Jennifer guide you through the truth behind the myths, and the smarter steps you can take now to protect your lifestyle and legacy.
Here’s some of what we discuss in this episode:
💼 Why most business owners don’t really retire
🧾 Is a financial analysis just as good as a plan?
🛑 Why “my spouse will be fine” could be a costly assumption
🧠 Learn from others' financial mistakes, without living them yourself
⚖️ Debunking common “rules” and what to consider instead
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Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin