Podcasts

#15 – 8 Habits Happy Retirees Avoid

Retirement is one of the most exciting goals to strive for. All of your hard work saving and investing has paid off, and now you’re living the good life. But making the most of your post-career years means being on guard for a few financial pitfalls. 

In my research I’ve discovered that the happiest retirees know what to avoid and practice in order to retire sooner. So what mistakes are unhappy retirees making to prevent them from reaching economic freedom? In today’s episode, we’ll discuss the Rich Ratio, how much time you should really spend on your own finances, if you should purchase big ticket items before or after retirement, and the things you should be focusing on while you save and plan for retirement.

David Bach on Retiring Overseas: https://www.retiresoonerteam.com/podcasts/episode-2-david-bach-moving-overseas/

Ready when you are

Build your customized strategy with our team.

Start with a conversation about your goals, questions, and how a holistic plan could simplify your financial life.

Schedule an intro call

Continue reading

View all articles
retirement bucket list travel
Blog

Client Spotlight: Retirement Bucket List Travel, A South Africa Safari

August 12, 2026
how much money do you need to retire
Blog

How Much Money Do You Need to Retire? The 3 Green Zones

July 31, 2026
How Does Sleep Affect Retirement? The Overlooked Happiness Factor
Blog

How Does Sleep Affect Retirement? The Overlooked Happiness Factor

July 29, 2026
How Long Does It Take to Make a Friend? The Science Behind Real Connection
Blog

How Long Does It Take to Make a Friend? The Science Behind Real Connection

July 22, 2026

Roth Conversions: a smart tax move, or an expensive mistake?

A clear, no-pressure guide to deciding whether converting pre-tax retirement savings to a Roth may fit your situation.