Easy ways US boomers become poor in retirement (after having a fairly fat nest egg) — are you making these mistakes?

It can be surprising how quickly a comfortable retirement nest egg can shrink if you’re not prepared for the unexpected. Many retirees I work with are caught off guard by high health care costs, rising housing expenses, lifestyle creep, scams, or the financial needs of loved ones. Claiming Social Security too early can also limit your monthly income down the road. Careful planning is so important—especially when it comes to understanding your Medicare options and protecting yourself from out-of-pocket surprises. My focus has always been on helping you navigate these choices with confidence and clarity, so you can truly enjoy the retirement you’ve worked for.