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The Advisor Upside Show

The Advisor Upside Show

David Blanchett: The 7 Biggest Mistakes Advisors Make in Retirement Planning

Jul 1, 2026 · 30m

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About this episode

Retirement researcher David Blanchett joins The Advisor Upside Show to break down seven major flaws in modern financial planning. From Monte Carlo misconceptions and retirement spending myths to guaranteed income, longevity risk, and portfolio construction mistakes, this conversation challenges some of the industry's most common assumptions.