Retirement planning myths, busted. Carisa Bertrand puts Branden DuCharme through a rapid-fire round of fact, fiction, or it depends — covering Social Security, market timing, taxes, Roth conversions, retirement myths, and estate planning.
In this episode: • Is Social Security going bankrupt? • Claim early or wait until 70? • The $1 million retirement myth • Is the 4% withdrawal rule still reliable? • Estate planning myths everyone believes • Should you trust ChatGPT with your financial advice?
Have a question you want answered on the show? Reach out to DuCharme Wealth Management — we'll try to cover it in a future episode.
DISCLAIMER: Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
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