Retirement Myths, Busted: Fact, Fiction, or It Depends | hosted by Carisa Bertrand

Retirement planning myths, busted. Carisa Bertrand puts Branden DuCharme through a rapid-fire round of fact, fiction, or it depends — covering Social Security, market timing, taxes, Roth conversions, retirement myths, and estate planning. In this episode:  • Is Social Security going bankrupt?  • Claim early or wait until 70?  • The $1 million retirement myth  • Is the 4% withdrawal rule still reliable?  • Estate planning myths everyone believes  • Should you trust ChatGPT with your financial advice? Have a question you want answered on the show? Reach out to DuCharme Wealth Management — we'll try to cover it in a future episode. DISCLAIMER: Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented. Encompass More Asset Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.