5 Easily Avoidable Retirement Mistakes

Imagine you're on the verge of retirement, looking forward to spending time doing what you love. You've worked hard, managed your money wisely, and are ready to bid farewell to the daily grind. But there are a few potential traps that could cost you not just in dollars but in the very essence of your post-career life?

What is Plan Your Kaiser Retirement | Pension & 401k Planning for California Healthcare Workers?

Plan Your Kaiser Retirement is the podcast for Kaiser Permanente employees in California who want clarity and confidence about retiring. Each episode breaks down your Kaiser pension options, 401(k) strategies, Social Security timing, Medicare, and California taxes—in plain English—so you can answer “When can I retire?” and turn your savings into a reliable monthly paycheck.

Whether you’re in your 40s planning ahead or in your 50s preparing to exit, you’ll learn how to coordinate pension + Social Security, use the Roth window (59½–70), avoid IRMAA surprises, and choose benefits with confidence. Hosted by Sacramento-based financial advisor Bereket Kelile, with deep family ties to Kaiser, this show is built for healthcare professionals who want a clear plan—not generic advice.

Retire with clarity. Retire on purpose.