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Podcast: Navigating an Abundant Retirement with Carol Dewey
Episode: The Hidden Risk in “Set It and Forget It” Retirement Plans
Description: In this episode of Navigating Abundant Retirement, Carol Dewey explores a subtle but significant retirement risk: the belief that once a plan is created, it can simply run on autopilot.While long-term investing discipline is important, retirement is not a static phase of life. Markets shift, tax laws evolve, healthcare costs rise, and personal circumstances change. Without regular review and intentional adjustments, even a well-designed retirement plan can slowly drift off course. Key Risks of “Set It and Forget It” PlanningTax DriftMany retirees hold a large portion of t...