Even for people who have been very responsible with their money over the years, entering retirement can
still be a challenge because it’s such a different stage of life. Let’s talk about some of the missteps that
even responsible savers can make…
1:16 - In The News: Wedding Loans
3:53 - Even Responsible Savers Make Mistakes
4:24 - Mistake #1: Don't Get Too Enamored With Cash
5:57 - Mistake #2: Don't Take Too Much Risk
7:27 - Mistake #3: Don't Forget About The Tax Time Bomb
9:09 - Mistake #4: Live A Little
11:06 - Mailbag Question from Raymond: "I haven't paid much into Social Security..."
5 Pillars of Financial Planning
Strategic Planning for Retiree Healthcare
What’s Buggin’ Charles?
The Future of Retirement In America: Is The Glass Half Full or Half Empty?
Ready Or Not Retirement
Exposing Common Retirement Complaints
Unsure, Confident, or Certain: Retirement Planning Next Steps
The 5 Biggest Money Mistakes In Retirement Planning
Retirement Savings Basics: What’s The Purpose Of All My Accounts?
Retirement Expenses For Which You Forgot To Plan
Where $1 Million Runs Out Fastest
2023 Edition: 10 Point Checklist For Retirement Preparedness
Most Common Retirement Planning Questions About Taxes
How Bonds Work: What Retirees Need To Know
Please Read The Fine Print
Getting It Right: Irreversible Financial Decisions
Planning For Retirement’s Uncertainties
Going Against The Grain
Financial Planning Considerations When You’re In Between Jobs
Tough Topic: Retirement & Divorce
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