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Motley Fool Hidden Gems Investing

Is Your Plan for Retirement Too Safe?

30 May 2026

Transcription

Transcript generated automatically by AI and may contain errors.

Chapter 1: What is the main topic discussed in this episode?

2.157 - 17.161 Robert Brokamp

Is your retirement plan too safe? And how financial mistakes could be a sign of cognitive decline? That and more on this Saturday personal finance edition of the Motley Fool Hidden Gems Investing Podcast.

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Chapter 2: What assumptions about retirement planning might be too cautious?

17.182 - 31.982 Robert Brokamp

I'm Robert Brokamp, and for today's main segment, I'm going to discuss a few assumptions about retirement planning that might be too cautious. But for some recent headlines that caught my eye, I'll start with a segment from NPR's Planet Money with the title, How Your Bank Account Might Predict Dementia.

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32.603 - 51.784 Robert Brokamp

It started with the story of Sandra Balaban, who hadn't been in close contact with her father for a while. When she visited him, his house was a mess. And amidst the clutter were credit card statements showing purchases of scammy-seeming health products and online subscriptions. Her father couldn't explain them. He had also lost the $1 to $2 million he had in his retirement accounts.

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When Sandra reviewed his brokerage statements, they didn't make sense. She described them as an extremely erratic pattern of investments. He also hadn't paid his taxes in years. The segment then brought in Lauren Nicholas, who is a professor of geriatrics at the University of Colorado.

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67.199 - 98.716 Robert Brokamp

And she contributed to a study which found that wealth begins to decline about six years before a dementia diagnosis due to impaired financial decision-making. As Nicholas said in the interview, quote, End of quote. On last week's show, we talked about estate planning with attorney Jill Mastroianni, the host of the Death Readiness Podcast.

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99.317 - 109.283 Robert Brokamp

But as we discussed, estate planning isn't just about death. It's also the planning and legal documents you need when you or someone you love is no longer able to handle their own affairs.

Chapter 3: How can financial mistakes indicate cognitive decline?

109.381 - 129.735 Robert Brokamp

So if you have older relatives, discuss with them in a very loving, gentle way, what's their plan for if and when they're no longer able to take care of themselves financially or otherwise. And look for signs of money-related mistakes that could be an indication of cognitive decline. Things like new spending patterns, bills and taxes not getting paid or being doubly paid.

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calls or letters from companies or charities you never heard of, evidence of falling for get-rich-quick scams, a declining credit score, even basic math mistakes. And if you're getting up there in years, have a plan for how your family will be able to step in and protect you and your financial legacy.

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146.911 - 167.16 Robert Brokamp

Next up, CNBC recently highlighted an article by Fran Walsh, who is the co-founder of Opulus, a fee-only financial planning firm in Pennsylvania. The article highlighted how saving more for retirement can move up your retirement date in an underappreciated way. Of course, saving more will accelerate the growth of your portfolio. That's obvious. But to save more, you have to spend less.

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And when you learn to live on less, you've lowered the cost of your retirement because you won't need as much income each year. Here's an illustration from Walsh's article. Let's say you have two households, both of which are 35 years old, earn $250,000 a year, and their portfolios grow 8% annually. Household A saves 10% a year or $25,000 and spends $225,000.

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Household B saves 30% or $75,000 and lives on $175,000. As a quick back of the envelope estimate of how much they need to retire, Walsh uses the rule of thumb that multiplies annual income needs by 25, because that's the inverse of the old 4% rule for how much you can withdraw from your portfolio in retirement.

210.26 - 233.096 Robert Brokamp

According to this math, household A needs $5.6 million to retire, whereas household B needs $4.3 million. So household B is saving much more for a smaller goal and will be able to retire at age 57. Household A, on the other hand, won't be able to retire until age 73. And to me, this is the real magic of the FIRE movement. FIRE standing for Financial Independence Retire Early.

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These are people who have cut their spending significantly in order to save 30% to 50% or more of their incomes and retire well before their 60s. Now, I know that many people may not be comfortable with the sacrifices these FIRE folks make, but I also believe that many Americans can cut their spending without a huge drop off in satisfaction, especially if it means they can retire sooner.

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Now, I will point out that the rule of 25 usually overstates how much someone needs before they can retire for a couple of reasons. First, it doesn't factor in Social Security. And the second reason brings us to the number of the week, which is 5.5%. That's how much a retiree could withdraw in their first year of a 30-year retirement, according to Bobangan, the father of the original 4% rule.

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He came up with that rule back in 1994, but has gradually ratcheted up over the years, including in a book published last year. As he explained when he was a guest on this show in August, 4.7% is the historical worst case scenario. And as he said on the show and has repeated in more recent interviews and LinkedIn posts, he'd recommend 5.5% based on today's market valuations and inflation levels.

Chapter 4: Why is saving more for retirement beneficial?

827.177 - 845.504 Robert Brokamp

And while you're in there, see if there's one expense you can reduce or eliminate and immediately have that money automatically sent to your IRA or 401k. And that, my Foolish friends, is the show. Thanks for spending part of your weekend with us, and thanks to Bart Shannon, the engineer for this episode. My goodness, what a talented guy he is.

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846.065 - 861.115 Robert Brokamp

As always, people on the program may have interest in the investments they talk about, and The Motley Fool may have formal recommendations for or against. So don't buy or sell investments based solely on what you hear. All personal finance content follows Motley Fool editorial standards and is not approved by advertisers.

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Advertisements are sponsored content and provided for informational purposes only. To see our full advertising disclosure, please check out our show notes. I'm Robert Brokamp. Fool on, everybody.

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