The Risks No One Warns You About After Financial Success
Thu Jan 29 2026
In this episode of Navigating Abundant Retirement, Carol Dewey explores the hidden risks that often emerge after financial success, the ones that don’t show up in performance reports or headlines. These risks are subtle, gradual, and frequently overlooked, yet they can quietly undermine confidence, income, and peace of mind in retirement.
Carol explains why success can create blind spots, how retirement changes the rules around decision-making, and why abundant retirement planning requires more than strong investment returns.
The Invisible Risks No One Warn…
Key TakeawaysThe biggest retirement risks are often invisible, not market-drivenTiming and sequence of withdrawals can matter more than portfolio sizeTaxes quietly erode income over time without proactive planning“Safe” strategies without coordination can introduce new risksFamily, legacy, and communication gaps create emotional and financial exposurePurpose and identity matter as much as money after success The Invisible Risks No One Warn…
Core MessageAbundant retirement isn’t about predicting the future; it’s about preparing for variability. True confidence comes from coordinated planning that addresses income, taxes, family dynamics, and purpose, not just accumulation.
The Invisible Risks No One Warn…
What’s NextIn the next episode, Carol explains why income—not net worth—is the true foundation of retirement confidence.
The Invisible Risks No One Warn…
Resources📘 Free Download: 8 Key Drivers of Company Value
📅 Book a Complimentary Lifestyle & Legacy Assessment
💬 Website: https://www.perpetualwealthfinancial.com
💬 LinkedIn: https://www.linkedin.com/in/perpetualwealth/
🎧 Listen on Apple Podcasts, Spotify, and YouTube
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In this episode of Navigating Abundant Retirement, Carol Dewey explores the hidden risks that often emerge after financial success, the ones that don’t show up in performance reports or headlines. These risks are subtle, gradual, and frequently overlooked, yet they can quietly undermine confidence, income, and peace of mind in retirement. Carol explains why success can create blind spots, how retirement changes the rules around decision-making, and why abundant retirement planning requires more than strong investment returns. The Invisible Risks No One Warn… Key TakeawaysThe biggest retirement risks are often invisible, not market-drivenTiming and sequence of withdrawals can matter more than portfolio sizeTaxes quietly erode income over time without proactive planning“Safe” strategies without coordination can introduce new risksFamily, legacy, and communication gaps create emotional and financial exposurePurpose and identity matter as much as money after success The Invisible Risks No One Warn… Core MessageAbundant retirement isn’t about predicting the future; it’s about preparing for variability. True confidence comes from coordinated planning that addresses income, taxes, family dynamics, and purpose, not just accumulation. The Invisible Risks No One Warn… What’s NextIn the next episode, Carol explains why income—not net worth—is the true foundation of retirement confidence. The Invisible Risks No One Warn… Resources📘 Free Download: 8 Key Drivers of Company Value 📅 Book a Complimentary Lifestyle & Legacy Assessment 💬 Website: https://www.perpetualwealthfinancial.com 💬 LinkedIn: https://www.linkedin.com/in/perpetualwealth/ 🎧 Listen on Apple Podcasts, Spotify, and YouTube