In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 5 mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. So, join us as we delve into these key issues and learn how to navigate them effectively when it's your turn to plan for retirement.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:0:33 - Main Topic: The 5 Biggest Money Mistakes In Retirement Planning
2:00 - Ignoring Tax Implications
5:01 - Starting Social Security Too Early
6:34 - Ignoring Long-Term Care Costs
8:24 - Update Your Plan
9:19 - Poor Communication Between Spouses
13:22 - Mailbag: Bill Is Concerned About Bank Investments
17:54 - New Long Term Care Product
Financial Fact Or Fiction
Are You Flirtin’ With Disaster?
The Financial Dictionary
This Is Why You Never Assume
Biggest Client Concerns
Innovation Causing Disruption
Retirement Statistics Worth Understanding
Where All My Financial Knowledge Comes From
Understanding The Different Types Of Risk
End Of Year Planning Tasks
A 5 Question Retirement Preparedness Quiz
Is Diversification For Suckers?
Ep 21: The 401(k) FAQs
What Retirees Should Know About Wills & Trusts
Eye Opening Stats Showing How Americans Save
This One’s On The House
Longevity Risk
Financial Issues Particularly Challenging For Women
Are Complicated Portfolios Necessary?
Are You Making These Classic Pre-Retiree Mistakes?
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