The Hidden Risk of “Set It and Forget It” Retirement Planning
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The Hidden Risk of “Set It and Forget It” Retirement Planning
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That “set it and forget it” mindset could quietly derail your retirement. This episode unpacks how default financial habits—from target-date funds to outdated advisor relationships—may leave gaps as you approach retirement. Mark Cordner explains why automation works for savings but not always for investing, and why customization, tax planning, and second opinions matter more than ever. The conversation also highlights how retirement planning shifts from growth to preservation, and why regular reviews and open communication with an advisor can uncover costly oversights before they become permanent.
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