3 Retirement Assumptions That Can Cost You

Podcast: Managing Your Financial Future with Lucia Capital Group · Lucia Capital Group

Opublikowano: 2026-07-14

Retirement has a way of exposing assumptions you may not even realize you're making. While you're working, a lot of financial decisions feel automatic: tax withholding, paychecks, and your retirement accounts mostly stay in the background. But once retirement begins, those same decisions can become much more complicated. What if your real tax rate is not as simple as the bracket you think you're in? Could taking income from the wrong account create a bigger tax bill later? And if one spouse passes away, what happens when income drops, tax brackets shrink, and Medicare costs potentially rise? T...