EPISODE · Jul 15, 2026 · 21 MIN
12 Retirement Mistakes Aerospace Employees Keep Making | CFP® Pros Break Them Down
from Best Advice Podcast Guys · host BestAdvicePodcastGuys
Certified Financial Planners® Michael Allen and Mitchell Allen walk through 12 common retirement challenges faced by Lockheed Martin and aerospace employees, including too many choices, overreliance on company stock, tax surprises, Social Security timing, healthcare costs, asset allocation, withdrawal strategies, and estate planning. The episode delivers concise, practical advice and actionable steps to simplify decisions, protect savings, coordinate benefits, and build a tax-efficient, long-term retirement strategy so listeners can retire with clarity and confidence. 🎧 Listen & Subscribe: 🔹 Apple Podcasts: https://podcasts.apple.com/us/podcast/best-advice-podcast-guys/id1729063229 🔹 Spotify: https://open.spotify.com/show/2xscesUNvtNlWnhMIUbK2r 🔹 All Platforms: https://bestadvicepodcastguys.com ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ 🤝 Get Personalized Financial Guidance: 📌 Learn about the SFM process: https://www.sfmadvisorgroup.com/ 📌 Schedule a consultation with our award-winning team 👉 https://go.oncehub.com/SecurityFinancialManagement 🔔 Subscribe for More Expert Insights: https://www.youtube.com/@BApodRob ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖
Embed this episode
Ready to play
12 Retirement Mistakes Aerospace Employees Keep Making | CFP® Pros Break Them Down
No transcript for this episode yet
Similar Episodes
No similar episodes found.