Here’s some of what we discuss in this episode:

💣 Bond Reality: “Safe” needs more context

🧾 Tax Exposure: Future rates remain uncertain

🧠 Investor Behavior: Emotions influence decisions

🎓 Financial Expertise: Intelligence doesn’t always mean specialization

⚠️ Hidden Risk: Diversification can often be misleading

Some retirement beliefs sound reassuring simply because they’ve been repeated for years. Mark challenges several common assumptions and explains why successful retirement planning often requires a closer look at risk, taxes, behavior, and how your portfolio is actually built. Sometimes the biggest improvement comes from questioning what you thought you already knew.