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Don’t Make These Income Planning Mistakes
Manage episode 410588228 series 2854350
Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could jeopardize your retirement. Tune in to ensure your retirement strategy is foolproof against common pitfalls and ready to secure your financial future.
Did you know that many of us could spend as many years (or more) in retirement as we did working? With such high stakes, meticulous planning is essential. From starting Social Security too early to underestimating the impact of inflation, Trent and Brandon will highlight key areas to watch out for in the planning process. Click play to learn how to craft a financial plan designed to last decades, not just years.
Here’s some of what we discuss in this episode:
- The danger of planning for years instead of decades in retirement
- Starting Social Security too early
- The danger of ignoring inflation
- Forgetting to create lifetime income streams other than Social Security
- Disregarding tax implications on retirement income
- Failing to review and update your plan regularly
Contact:
Website: http://bradshawfp.com
Email: office@bradshawfp.com
Call: 704-216-2260
74 episodes
Manage episode 410588228 series 2854350
Are you planning for your retirement with the confidence that you're making all the right moves? In today's episode, we'll unveil the crucial income planning mistakes that could jeopardize your retirement. Tune in to ensure your retirement strategy is foolproof against common pitfalls and ready to secure your financial future.
Did you know that many of us could spend as many years (or more) in retirement as we did working? With such high stakes, meticulous planning is essential. From starting Social Security too early to underestimating the impact of inflation, Trent and Brandon will highlight key areas to watch out for in the planning process. Click play to learn how to craft a financial plan designed to last decades, not just years.
Here’s some of what we discuss in this episode:
- The danger of planning for years instead of decades in retirement
- Starting Social Security too early
- The danger of ignoring inflation
- Forgetting to create lifetime income streams other than Social Security
- Disregarding tax implications on retirement income
- Failing to review and update your plan regularly
Contact:
Website: http://bradshawfp.com
Email: office@bradshawfp.com
Call: 704-216-2260
74 episodes
All episodes
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