In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 10 mistakes to watch out for. In part one of this two-part episode, we’re going to discuss the first 5 money mistakes that Phil often sees in retirement planning.
Here are some of the things we’ll address in this episode:
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Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts
Are Your Good Money Habits Holding You Back? (Part 2)
Are Your Good Money Habits Holding You Back? (Part 1)
The U.S. Retirement System On The Global Stage
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
Santa’s Naughty or Nice Investment Guide
Questions You Must Ask Your Financial Advisor
Strategic Planning for Retiree Healthcare
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Financial Tweaks That Matter: Small Steps, Big Impact (Part 2)
Financial Tweaks That Matter: Small Steps, Big Impact (Part 1)
How To Successfully Climb The Retirement Mountain
End of Year Financial Planning For 2023
Money Mistake You’ll Regret And How To Avoid Them
Understanding Continuing Care Retirement Communities (CCRCS)
Retirement Planning’s “Hidden” Questions
Retirement Planning for High-Net-Worth Individuals
The Universal Truths in Retirement Planning (Part 2)
The Universal Truths in Retirement Planning (Part 1)
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
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