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9 Big Mistakes People Make When Approaching Retirement
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In this episode, we've distilled it down to what we believe are nine big mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. So, join us as we delve into these key issues and learn how to navigate them effectively when it's your turn to plan for retirement.
Here are some of the things you’ll learn in this episode:
- Starting Social Security as soon as possible might be the best solution, but you need to discuss this with a professional. (5:44)
- Sequence of return risk and why it’s so important in retirement. (8:58)
- Why you can’t ignore the future tax implications of your retirement accounts. (10:05)
- Healthcare expenses cannot be overlooked in retirement. (13:44)
CONNECT:
If you have any questions, you can contact us online here: https://cravitzfinancial.com/
Email: ryan@cravitzfinancial.com
Call: 714-462-9155
Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM) a Registered Investment Advisor. Cravitz Financial & Insurance Solutions are independent of each other. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Ryan Cravitz and Cravitz Financial & Insurance Solutions are not affiliated with or endorsed by the Social Security administration or any other government agency.
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