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What do retirees who are truly happy have in common — and what do those who aren't wish they'd done differently?

In this episode, Brandon digs into the latest research on retirement success and retirement regrets to build a clearer picture of what actually separates retirees who are thriving from those who are struggling. The data tells a nuanced story — one that goes well beyond savings balances and rate-of-return targets.

You'll get a ground-level look at the current state of retirement security in America, including some eye-opening numbers on how retirees are actually spending their money versus how they planned to. From there, Brandon walks through the attributes most commonly shared by retirees reporting the highest levels of retirement happiness — and at least one of them will likely catch you off guard.

Retirement income and income planning take center stage as Brandon explores why the type of income you build matters just as much as the amount — and why the gap between guaranteed and non-guaranteed income has a surprisingly powerful impact on how retirees feel day to day.

The episode closes with retirement insights drawn from what current retirees say they'd do differently, distilled into an actionable framework for those who still have time to course-correct.

If you're building a retirement portfolio and want to protect more than just your balance sheet, this one's worth your time.

📌 CHAPTERS
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[1:18] — The State of Retirees
[4:33] — The Emotional & Social Side of Retirement
[6:31] — Two Very Different Retirement Experiences
[9:16] — What Successful Retirees Have in Common
[14:12] — The Control Factor
[16:15] — The Four Big Regrets
[23:58] — What's Ahead for Pre-Retirees
[29:29] — Your Action Plan