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Strategic Wealth Partners

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High-Net-Worth Retirement Risks You Can’t Ignore

12/4/2025 • 21 min

Having $5 million or more saved for retirement doesn’t mean you’re financially secure. In this episode, Dave and Derek break down the hidden risks wealthy retirees face — from tax drag and Medicare surcharges to concentration risk in tech, bond exposure mistakes, and long-term-care costs. They explain why planning ahead matters more at higher net-worth levels an… Play episode

How Strategic Giving Shapes Your Retirement and Your Legacy
5 Truths About Retirement Your Advisor Probably Isn’t Telling You
Dopamine vs. Discipline: How Your Brain Impacts Your Wealth
Retire Confidently, Part 2: The Final 5 Tips to Secure Your Future
10 Smart Money Moves to Retire Confidently in Your 50s
Why Smart DIY Investors Are Realizing They Need Professional Advice
Retirement Isn’t the Finish Line—It’s the Next Chapter
The YouTube Investing Trap: Why You Shouldn’t Take Market Crash Advice fro…
Losing Your 401(k) Tax Break: What You Need to Know for 2026
Why 2025 Could Be the Smartest Year to Retire
Why Retirees Underspend — How to Enjoy Your Money Without Fear
Black Swans and Retirement: Are You Ready for the Unexpected?
Dividend Stocks: Defensive Play or Dangerous Trap?
Thematic Investing, Meme Stocks & AI: Opportunity or Just Hype?
The Cookie Cutter Financial Advice You Hear on TV Could Wreck Your Retirem…
Is the 60/40 Portfolio Making a Comeback? | Bonds, Rate Cuts & Retirement …
3 Exclusive Investment Strategies You Won’t Hear About on CNBC, Ep. 332
Ohio’s Flat Tax: A Hidden Advantage for Retirement Planning, Ep. 331
Crypto & Retirement: Risky Bet or Smart Play, Ep. 330
The 5 Critical Retirement Moves You Can’t Afford to Miss, Ep. 329
Tariffs, Tomatoes & the Truth About Social Security
Can Gen X Retire? Pop Culture, Trump & Hot Takes, Ep, 327
The 5 Most Costly Financial Mistakes DIY Investors Make, Ep. 326
Warren Buffett’s Secrets in the Age of AI: What Investors Need to Know, Ep…
Meme Stocks, AI FOMO & Market Tops: What Retail Investors Are Doing Wrong,…
Navigating Inflation: Strategies to Protect Wealth and Invest Wisely in an…
Are Lower Taxes Always Better? Debating Trump’s Permanent Tax Cut Proposal…
Will AI Steal Your Job or Create New Ones? The Future of Work and Automati…
The Psychology of FOMO: How to Stay Disciplined in Today’s Wild Markets, E…
Should You Use Your 401k for a Ticket to Space? Exploring Investing in Spa…
How AI Could Make—or Break—Your Investment Strategy, Ep. 318
What the Upcoming Tax Cut Expiration Means for Investors and the Market, E…
Navigating Volatility: Mastering the Psychology and Emotions of Investment…
Market Meltdown, Tariffs, and The Masters, Ep.315
Goldman Sachs, S&P 500, and Tariffs, Ep. 314
From March Madness to Market Madness: A Deep Dive Into Economic Trends, Ep…
Market Volatility and the Global Impact of Trump's Congressional Address, …
A Boost for the Economy or a Strategic Move?, Ep. 311
DOGE, Gold, Retirement Life, and Quantum Apocalypse, Ep. 310
Pennies, New NAFTA and Conspiracy Corner, Ep. 309
"Get off my lawn", Tariffs and DOGE, Ep. 308
Inflation, Deepseek AI, and Government Buyouts, Ep. 307
Tariffs, Meme Coins, Executive Orders and More, Ep. 306
Economic Effects of the California Wildfires and Zuckerberg's New Look, Ep…
Social Security, Meta Community Notes, Building Wealth in 2025, Ep. 304
Dow Losing Streak, P.O.T.U.S. Coal, Holiday Festivities, Ep. 303
Argentina=Doge?, Tesla, and UFOs?, Ep. 303
Analyzing Black Friday and 4th Quarter Earnings, Ep. 302
End of Year Market Analysis, Macy's Thanksgiving Parade, and more..., Ep. …

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