Classic Pre-Retiree Mistakes

As you near retirement, you want all of your ducks in a row instead of dealing with the mess caused by these classic financial mistakes. Are you making smart decisions?    

 

Read more and get additional financial resources here: https://silverman-associates.com/saving-with-silverman-podcast/ep-9-classic-pre-retiree-mistakes 

 

Today's show schedule: 

1:02 - Investing at 59 the same way as at 39 years old.

2:14 - Starting Social Security without a plan.

4:09 - Focusing on tax prep but not tax planning.

5:30 - Assuming healthcare needs will be covered by Medicare.

6:07 - Taking on additional risk to make up for lost time.