10 Retirement Planning Mistakes You Shouldn't Make, Ep #157 episode artwork

EPISODE · Jan 31, 2024 · 27 MIN

10 Retirement Planning Mistakes You Shouldn't Make, Ep #157

from RETIREMENT MADE EASY · host Gregg Gonzalez

Most "Top 10 Mistakes You're Making in Retirement" articles are vague, mostly common sense, and of little use to their readers. And when you read these articles, you have to consider the source. A bank is never going to tell you that having debt in your retirement is a mistake because they want to sell you loans! I wanted to share mistakes that I see every single day working in my firm—mistakes that you won't find in most articles. 90% of our clients are 55 and older working toward their dream retirement. I've seen it all. So in this episode of the Retirement Made Easy Podcast, I'll cover 10 retirement planning mistakes you need to think about.  You will want to hear this episode if you are interested in... [1:41] Ask me questions at RetirementMadeEasyPodcast.com! [2:45] Mistakes to avoid making in retirement [6:08] Mistake #1: Not accounting for an early retirement [8:39] Mistake #2: Neglecting planning for healthcare [9:30] Mistake #3: Not understanding the impact of inflation [10:40] Mistake #4: Neglecting tax planning  [12:02] Mistake #5: Not understanding Social Security  [13:30] Mistake #6: Failing to address long-term care expenses [15:06] Mistake #7: Forgetting about the big ticket items in retirement [18:40] Mistake #8: Not understanding how your money helps you reach goals [20:43] Mistake #9: Not having your goals written down [22:25] Mistake #10: Not understanding sequence of return risk Resources & People Mentioned 3 Steps to Retirement Planning 16 Retirement Mistakes You Will Regret Forever J.P. Morgan 2023 Guide to Retirement Connect With Gregg Gonzalez Email at: [email protected]  Podcast: https://RetirementMadeEasyPodcast.com Website: https://StLouisFinancialAdvisor.com Follow Gregg on LinkedIn Follow Gregg on Facebook Follow Gregg on YouTube   Subscribe to Retirement Made EasyOn Apple Podcasts, Spotify, Google Podcasts

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10 Retirement Planning Mistakes You Shouldn't Make, Ep #157

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