Let’s talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees.
Show Notes:2:24 - Bonds Are A Safe Investment
5:19 - Avoiding The Idea of Long Term Care Needs
8:43 - Guarding Against Market Declines
10:49 - Categorizing Different Investment Vehicles As Always Good, Or Always Bad
14:03 - Not Having A Plan In Place
16:06 - Beverly Asks If She Has Enough Diversification Between Her 33 Mutual Funds
Making Bad Financial Assumptions
Risky, But Popular, Investments
Counterintuitive Pieces Of Financial Guidance
The Important Things You Should Know About 401(k) Rollovers
Mailbag: The 4% Rule, Ex-Husband's SS, & Big vs. Small Companies... Plus, What's Buggin' Charles?
The Silent Killer (of Retirement): Inflation
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