Debunking Retirement Myths

​What you’ll learn (in 20 minutes):

• ​The real role of your 401(k) (and when to use IRA/Roth/taxable instead)
  

• ​Why “20× your income” misses the mark—and how to size your number
  

• ​The truth about investing small amounts (and why waiting is expensive)
  

• ​When to actually work with a pro (and what to bring)
  

• ​Mortgage + retirement: what matters is cash flow math, not slogans
  

• ​Social Security timing: frameworks beyond “always 70”
  

​Then: Live AMA. Bring your scenario: contributions, allocation, Roth conversions, drawdown order, Social Security, sequence risk, you name it.

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​You’ll leave with:

• ​A simple priority order for saving/investing
  

• ​A 3-step check to pressure-test your plan
  

• ​Clear next actions for your stage of life
  

​Who it’s for: 25–55+ and anyone who wants a confident retirement plan without the myths.

​Can’t make it? Register to get the recording.