Income Over Wealth

Eight disclosures that quietly expose you to financial risk after 55, and why each one matters more now.

Show Notes

Elder fraud cost Americans $81.5 billion in 2024, and a huge portion of it started with something someone said out loud. This episode walks through the eight disclosures that quietly expose you to financial risk after 55, from your retirement timeline to your Social Security amount to the one almost nobody talks about: your "big money" window.

  • Why announcing your retirement timeline at work often backfires
  • How your Social Security amount can make you a target for imposter scams
  • The "big money" window right before and after retirement that scammers know exists

Take the free Retirement Income Roadmap (7 questions, about 30 seconds): incomeoverwealth.com/map

Watch this episode on YouTube: https://www.youtube.com/watch?v=c2MJ19oD1BY

This episode is educational and focused on strategy and math. Always consult a qualified tax or financial professional before making personal financial decisions.

What is Income Over Wealth?

Practical retirement income strategies from Dan Wilson, an Air Force veteran with over 100 real estate deals. The audio edition of the Retire Early with Dan Wilson YouTube channel: Social Security, taxes, withdrawal strategy, and turning what you've saved into steady income you can retire on. New episodes every Tuesday and Saturday.