In this episode, we tackle the common complaints and fears about financial situations during retirement. We'll discuss which concerns are well-founded, which are based on misconceptions, and offer insight on how retirees can best navigate their financial future.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:0:37 - Main Topic: Retirement Planning Complaints
2:18 - Too Much Risk
4:39 - Fees Are Too High
7:50 - Social Security Won’t Be Enough To Cover My Expenses
9:08 - My Account Didn’t Do Very Well
10:57 - I Only Hear From My Advisor When They Want To Sell Me Something
13:32 - Mailbag: Brian Asks About Long Term Care Policies
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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