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retirement case study

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Jeremiah Nolen | Aug 28, 2025

The Three Retirement Mistakes That Cost My Clients Hundreds of Thousands (And How We Fixed Them)

retirement mistakes
retirement income planning
Safe Bucket Blueprint
portfolio vs paycheck
sequence of returns risk
retirement withdrawal strategy
retirement planning tips
financial advisor insights
guaranteed income in retirement
retirement case study
Learn about the 3 costliest retirement mistakes from a 20+ year financial advisor, including real client examples and the Safe Bucket Blueprint solutions.
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DISCLAIMER: Investment advisory services are offered through Next Phase Advisors, LLC, a registered investment adviser in Alabama. Insurance products are provided by Nolen Financial Group, LLC. Registration does not imply a certain level of skill or training. Investing involves risk, including the potential loss of principal. We are not affiliated with or endorsed by the Social Security Administration or any government agency. For more information, see our Form ADV Part 2A at  Investment Adviser Public Disclosure (IAPD) .

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