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Navigating Retirement’s Hidden Challenges

Sep 4, 2026

Brad and Dana examine the “hidden” challenges retirees face—those unexpected costs, decisions, and moments that can threaten retirement well-being. From unplanned health issues to missed deadlines or unforeseen expenses, they urge listeners to take a proactive, organized approach and share resources for reducing surprises.

  • Retirement can bring surprises—plan for the unplanned.
  • Missed deadlines or overlooked rules can create financial hardship.
  • Staying organized and ahead on paperwork/insurance is critical.
  • Coaching and education help convert hidden risks into manageable events.

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