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..."
Cracking Open The Financial Dictionary
Traditional IRA Vs. Roth IRA
How To Avoid Critical Retirement Planning Mistakes
Are You Paying Attention To Your Biggest Assets?
Life Events That Spark Major Changes
Coronavirus Update
Financial Truths
What's Bugging Charles?
Who Really Pays Income Taxes?
The SECURE Act Passed - Now What?
The Ins And Outs Of Mutual Funds
Your Financial Advisor Must Have These Traits
Top 5 Social Security Misunderstandings
Avoiding Critical Estate Planning Mistakes
It’s Good To Have Awkward Conversations
Retirement Constants That Affect Everyone
What Flying Teaches Us About Retirement
Busting The Biggest Financial Myths
Why Are You Making Excuses For Sticking With The Wrong Advisor?
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