Six Money Mistakes

In this episode, the hosts discuss the financial challenges faced by Baby Boomers as they approach retirement. They explore common mistakes such as overestimating social security benefits, delaying retirement contributions, and underestimating healthcare costs. The conversation also covers the importance of risk management in investments, tax strategies for withdrawals, and the necessity of estate planning. Additionally, they delve into the decision-making process regarding pension options, weighing the benefits of lump sums versus monthly payments. Reach out to Adam at 800-467-0737 or https://myajmfinancial.comSee omnystudio.com/listener for privacy information.