Most people approach retirement planning with a list of questions in hand, but what if you’re asking the wrong questions? In this episode, Mark unpacks why traditional thinking about retirement often leads people astray. If you’ve ever fixated on your “magic number” for retirement or chased high returns, Mark will show you how those concerns might be holding you back and what to do instead.

You’ll also learn how to shift from a savings mindset to an income strategy and why asking, “How much do I need?” isn’t nearly as helpful as “How long will it last?” Tune in to discover how you can reframe the conversation with your advisor and ask more strategic questions, and in turn get better answers.

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

• Why a magic “retirement number” is a myth
• Smarter ways to plan for long-term care
• The one document your advisor should be asking for—but probably isn’t
• Better questions to ask than “How much do I need?”