The Dos and Don'ts of Retirement

This week Elias is joined by Jonas Everett. They discuss the money mistakes you should avoid in retirement, if investing at market highs is a good idea, and how to navigate financial planning after losing a spouse. 

Take control of your financial future: https://www.btwealthshow.com/start-planning

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.  

The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for  any individual. To determine which investments may be appropriate for  you, consult with your attorney, accountant, and financial or tax advisor prior to investing.   All performance referenced is historical and is not a guarantee of future results. All indices are unmanaged and cannot be invested into directly.  Premier Investments of Iowa, Inc. and LPL Financial do not provide tax advice, please consult your tax professional. 

Economic forecasts set fort may not develop as predicted and there can be no guarantee that strategies promoted will be successful.  There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies.  All investing involves risk including possible loss of principal.

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