March to a Million

← March to a Million3 Jun · 32 min

The Biggest Retirement Mistakes Most Families Never See Coming (Ep. 63)

The Biggest Retirement Mistakes Most Families Never See Coming (Ep. 63)3 Jun32 min

What if the biggest retirement risks aren’t market crashes, but the quiet mistakes most people never see coming?

In this episode of March to a Million, Greg DuPont unpacks the inspiration behind his new book, The Twenty-Five Biggest Retirement Mistakes, and why so many families enter retirement feeling uncertain despite “doing everything right.” Greg explains why retirement is not simply an extension of the accumulation years, but an entirely different financial phase that requires a different strategy, mindset, and level of coordination.

Greg discusses:

Why accumulation and distribution require completely different financial strategies

The hidden tax traps tied to IRAs, 401(k)s, and required minimum distributions

Why claiming Social Security too early can create long-term financial consequences

Estate planning mistakes families often discover too late

How having a coordinated “financial quarterback” strategy may help reduce uncertainty in retirement

And more!

Resources:

The Twenty-Five Biggest Retirement Mistakes by Greg DuPont

Connect with Greg DuPont: