Retirement Mistakes

Don and Tom tackle some of the most common retirement planning mistakes, with a particular focus on taxes and the danger of becoming overly obsessed with them. They discuss taxable Social Security benefits, the importance of diversifying across account types, Roth conversion considerations, tax-loss harvesting, and why most retirement decisions ultimately fall into the category of “it depends.” They also answer a listener question about navigating poor 403(b) plan options and the advantages o...

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Retirement Mistakes is an episode from Talking Real Money - Investing Talk by Don McDonald.

This episode is 38:59 long.

This episode was published on Jun 1, 2026.

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