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The Retirement Mistake Smart People Make Too Late

A lot of people who approach retirement are smart, disciplined, and financially successful. And yet there’s a common mistake that shows up later than people expect. It isn’t about saving too little or making reckless decisions. It’s about waiting too long to shift from accumulation to intentional planning. In this video, Tommy explains why this happens, where the real costs of delay show up, and why some of the most important retirement decisions are time-sensitive. If you’re nearing retirement or thinking about the next phase, this conversation is about clarity, flexibility, and avoiding the quiet mistakes that don’t feel urgent until it’s harder to fix them. Book a time with Tommy → https://form.typeform.com/to/PZWFgVMq Timestamps: 0:00 Intro 0:29 Why It Matters 1:39 Specific Areas 3:19 Psychology 3:51 Real Consequences 4:14 Big Picture Guidance 4:46 Final Thoughts Advisory services are offered through InvestWise Wealth Management, LLC, an investment adviser affiliated with Caitlin John, LLC, an SEC-registered investment adviser. This content is intended for educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. Always consult with a qualified investment, tax, or legal professional regarding your individual circumstances. The strategies, case studies, and examples discussed are hypothetical and provided solely for illustrative and educational purposes. They do not reflect actual client outcomes and are not guarantees of future results. All investing involves risk, including the potential loss of principal. Comments shared by viewers reflect their own opinions and do not necessarily represent the views of InvestWise Wealth Management, LLC or Caitlin John, LLC. They have not been verified for accuracy and should not be interpreted as testimonials or endorsements.