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..."
Why Should You Plan For Retirement With A Sense Of Urgency?
Exposing 401(k) Weaknesses
Are Tax Advantages Overrated?
“Fake News” Impacting Your Finances
Don’t Utter These Famous Last Words
5 Simple Retirement Questions (That Are Hard To Answer)
What's Bugging Charles
50 Shades Of Gray Area
Top Distractions Throwing You Off Your Financial Game
Risk Tolerance
Are You Asking The Wrong Financial Questions?
Real Financial Advising Is Solving Problems
Settle The Debate - Right Or Wrong
Winding Back The Debt Clock
Important Financial Terms You Should Know
Retirement Planning: More Than Just Investments
Sales Pitches Versus True Planning
Fuzzy Math
Dealing With Divorce
Unique Planning Challenges
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