Costly Retirement Mistakes To Avoid Before It’s Too Late скачать в хорошем качестве

Costly Retirement Mistakes To Avoid Before It’s Too Late

Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealth Some retirement mistakes are obvious. Others are silent — slowly eroding your plan year after year without setting off alarms. From investing the same old way to ignoring tax planning and claiming Social Security without a strategy, these missteps can cost you more than you think. In this episode, Tyler Emrick, CFA®, CFP®, walks through five of the most common — and avoidable — financial mistakes people make in and near retirement. You’ll walk away with practical strategies to strengthen your plan, avoid missteps, and make more confident decisions as you approach — and live in — retirement. Whether you're five years from retirement or already in it, this episode will help you spot hidden risks and take smarter action today. Here’s some of what we discuss in this episode: 📉 Mistake #1: Investing the same way you always have 💰 Mistake #2: Taking too much risk trying to “catch up” 📊 Mistake #3: Not measuring progress against your plan 🧾 Mistake #4: Ignoring tax planning opportunities 🕰️ Mistake #5: Claiming Social Security without a clear strategy 0:00 – Intro 2:17 – We’re now on video! 7:03 – Mistake #1 16:31 – Mistake #2 22:22 – Mistake #3 31:43 – Mistake #4 37:54 – Mistake #5 #retirementplanning #wealthmanagement #retirementmistakes _____________________________________________________ Our website: https://www.truewealthdesign.com/ Phone: 855.TWD.PLAN Contact our team: https://www.truewealthdesign.com/cont... Schedule your no-cost discovery call: http://bit.ly/calltruewealth Check out our other no-cost financial resources here: https://www.truewealthdesign.com/fina... Facebook:   / truewealthdesign   LinkedIn:   / true-wealth-design   X: https://x.com/truewealthdesgn