Here’s some of what we discuss in this episode:
🟨 Stay on the Yellow Brick Road – A written plan helps you avoid emotional decisions when markets, taxes, or inflation shake things up.
🏡 There’s No Place Like Home – Downsizing, relocating, or leveraging home equity should be part of your personalized retirement plan.
🧠 “If I Only Had a Brain” – You don’t need to know everything — that’s what advisors are for. Your job isn’t to master financial planning.
🧙♀️ Good Witch or Bad Witch? – Vet your advisor. Fiduciaries must put your best interest first — unlike brokers who are rewarded to sell.
🚫 Don’t Follow the Munchkins – YouTube “gurus,” pickleball buddies, and neighbors may mean well… but their advice isn’t designed for your situation.
Equipping Points:
Your retirement journey has more in common with The Wizard of Oz than you might think. In this playful but practical episode of the Retirement Ready Podcast, Eric Peterson uses themes from the classic film — the Yellow Brick Road, the Scarecrow, Glinda the Good Witch, and more — to illustrate some of the most important principles in retirement planning.
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
Today’s Takeaway:
Related Episodes:
Financial Lessons from Aesop’s Fables
What Golf Teaches Us About Retirement
What Vacation Planning Can Teach You About Retirement
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