Capitalist Investor

5 Retirement Surprises No One Warns You About (Part 1)

Strategic Wealth Partners

Today on The Capitalist Investor, Tony is back in the saddle as we kick off a special two-part series on the biggest surprises people face in retirement. We break down the first five unexpected challenges retirees run into, including rising taxes, health insurance gaps, sequence-of-returns risk, inflation shocks, and longevity risk. These are the issues most people never plan for, but absolutely should. Tony and the team share real examples, practical perspectives, and the “cheat codes” you need to retire with confidence.

 Join us next week for part two, where we cover the remaining five surprises no one warns you about.