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
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
Even Responsible Savers Make Mistakes
Busting The Biggest Financial Myths
Why Are You Making Excuses For Sticking With The Wrong Advisor?
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