The Retirement Mistakes You Can't Undo

One small retirement mistake today could have ripple effects for decades to come. In this episode, Tim Wood discusses the growing role of AI in financial planning, where technology can be helpful, and why personalized guidance still matters for major retirement decisions. He also explores protecting assets from market volatility, common retirement planning pitfalls, Roth conversion considerations, and how to determine what portion of your savings may need protection. Learn why a well-thought-...