---
title: Blog - Streamline Financial Planning | Dave Zoller, CFP® (3)
description: Helping people take control of their retirement and financial life. (3)
---

# Our Blog

##### [How To Avoid This BIG Retirement Mistake](https://streamlineplanning.com/blog/how-to-avoid-this-big-retirement-mistake)

##### by [ Dave Zoller, CFP® ](https://streamlineplanning.com/blog/author/dave-zoller-cfp) | Aug 14, 2023

 https://youtu.be/0InW3MrQcLc

When it comes to retirement planning, it’s crucial to have a clear and well-thought-out strategy in place. Even seemingly insignificant changes to your retirement...

##### [Smart Retirees Do This With Their Money](https://streamlineplanning.com/blog/smart-retirees-do-this-with-their-money)

##### by [ Dave Zoller, CFP® ](https://streamlineplanning.com/blog/author/dave-zoller-cfp) | Aug 7, 2023

 https://youtu.be/eZIPujSqi0M

We’re exploring a crucial aspect of retirement planning that often goes overlooked – cash flow. Whether you’re close to retirement or already retired, understanding...

##### [You Are Farther Ahead Than You Think](https://streamlineplanning.com/blog/you-are-farther-ahead-than-you-think)

##### by [ Dave Zoller, CFP® ](https://streamlineplanning.com/blog/author/dave-zoller-cfp) | Jul 31, 2023

 https://youtu.be/R5gPIywAQSc

Financial planning is not just about numbers and data; it’s also about our mindset and emotional well-being. Before diving into the statistics, let’s explore the...

##### [How Much You Need To Be Wealthy – Surprising Results](https://streamlineplanning.com/blog/how-much-you-need-to-be-wealthy)

##### by [ Dave Zoller, CFP® ](https://streamlineplanning.com/blog/author/dave-zoller-cfp) | Jul 24, 2023

 https://youtu.be/E_IjhMmz2Pc

How much does it take to be considered wealthy? There is an answer, and it might surprise you. 

It surprised me because when Schwab did this survey asking people how...

##### [Simplicity – The Ultimate Retirement Plan](https://streamlineplanning.com/blog/simplicity-the-ultimate-retirement-plan)

##### by [ Dave Zoller, CFP® ](https://streamlineplanning.com/blog/author/dave-zoller-cfp) | Jul 12, 2023

 https://youtu.be/M0qlpY97XMY

The financial world is overly complex on purpose, not always to your benefit.

As you’re doing the research to improve your retirement plan, you might start to feel...