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5 Biggest Money Mistakes in Retirement

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Manage episode 368110107 series 3402746
Content provided by J’Neanne Theus. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J’Neanne Theus or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We’re back and busier than ever for our first episode of the newly launched Rockin’ Retirement show. We have a lot to cover in this show with a primary focus on the five big money mistakes that people make in retirement. But we’re also going to address the concern that Social Security is going broke and answer the financial questions you’ve sent us.

Here are some of the things you’ll learn in this episode:

0:00 – Intro

2:31 – Headlines: Is Social Security Going Broke?

9:03 – Money mistake 1: Taking Social Security too early

11:45 – Money mistake 2: Taking Advice from Friends and Family

15:13 – Money mistake 3: Failing to Review and Update Your Plan

18:10 – Money mistake 4: Assuming You Won’t Live That Long

22:08 – Money mistake 5: Sequence of Returns Risk

25:05 – Answering your financial questions

Connect with us: https://theuswealthadvisors.com/

Get your free toolkit: https://u3ehfk92.pages.infusionsoft.net/

Schedule your analysis: https://theuswealthadvisors.com/schedule/

  continue reading

111 episodes

Artwork
iconShare
 
Manage episode 368110107 series 3402746
Content provided by J’Neanne Theus. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J’Neanne Theus or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

We’re back and busier than ever for our first episode of the newly launched Rockin’ Retirement show. We have a lot to cover in this show with a primary focus on the five big money mistakes that people make in retirement. But we’re also going to address the concern that Social Security is going broke and answer the financial questions you’ve sent us.

Here are some of the things you’ll learn in this episode:

0:00 – Intro

2:31 – Headlines: Is Social Security Going Broke?

9:03 – Money mistake 1: Taking Social Security too early

11:45 – Money mistake 2: Taking Advice from Friends and Family

15:13 – Money mistake 3: Failing to Review and Update Your Plan

18:10 – Money mistake 4: Assuming You Won’t Live That Long

22:08 – Money mistake 5: Sequence of Returns Risk

25:05 – Answering your financial questions

Connect with us: https://theuswealthadvisors.com/

Get your free toolkit: https://u3ehfk92.pages.infusionsoft.net/

Schedule your analysis: https://theuswealthadvisors.com/schedule/

  continue reading

111 episodes

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