Nearly half of seemingly “good” retirement plans risk failure, and in this video, we break down the three biggest mistakes driving this trend. From poorly planned withdrawal strategies to claiming Social Security too early and missing opportunities in savings and investing, these missteps can significantly impact retirement income, portfolio longevity, and tax efficiency. We’ll explore practical solutions, including dynamic withdrawal strategies, optimal Social Security timing, and effective use of work retirement plans and Roth conversions. These approaches help retirees balance lifestyle flexibility with long-term financial security while protecting against sequence-of-return risk and unnecessary tax burdens. To see how these strategies apply to your specific situation, click the link in the description to complete a complimentary questionnaire. You’ll receive a personalized video analyzing your retirement readiness, highlighting potential pitfalls, and showing ways to improve your chances of success.