Latest / The Pilot’s Advisor Podcast
April Fool’s: Beliefs That Fool Retirement Savers The Most
April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money. Today, we’re uncovering the beliefs that fool retirees and pre-retirees into making bad financial moves. Ryan unpacks the financial “pranks” people may fall for—from too-good-to-be-true returns to myths about Social Security, taxes, and healthcare in retirement.
Here’s what we cover in this episode:
💸 Healthcare costs are no joke in retirement
📉 How taxes fool more people than they realize
🧠 Why “guaranteed returns” are a red flag
🪙 Dividend chasing can backfire…
The skinny
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