5 Financial Mistakes to Avoid in Your 60s скачать в хорошем качестве

5 Financial Mistakes to Avoid in Your 60s

Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. This episode offers five common financial blunders to avoid during this pivotal decade. As you approach retirement, it's essential to navigate these pitfalls to secure your financial future. We’ll be discussing the importance of retirement planning, managing healthcare costs, protecting your assets, understanding longevity, and the necessity of having an estate plan. All of these items are part of our planning process at Black Oak Asset Management and we want to make sure they’re a priority for you as well. Here’s what we discuss in this episode: 0:00 – Intro 1:44 – Retirement planning 3:26 – Healthcare costs 6:47 – Protecting assets 8:08 – Longevity 9:43 – Estate planning 🔗 Stay Connected with Black Oak 🌐 Visit us online: https://blackoakam.com/ 📞 Call us: (470) 508-0508 📩 Get in touch with our team: https://blackoakam.com/contact-us/ 📅 Schedule a call with Ryan: https://speakwithryan.com/ 🔔 Don't forget to like and subscribe! Important Disclosures: Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously. This commentary reflects the personal opinions, viewpoints and analyses of Black Oak Asset Management. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by Black Oak Asset Management or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Guest opinions are their own and do not reflect those of Black Oak Asset Management, RFG Advisory, or Private Client Services. Guests are not affiliated with or endorsed by the firm. Roth IRAs and Roth 401(k)s are subject to eligibility and contribution limits. Contributions are made with after-tax dollars and qualified withdrawals may be tax-free if requirements are met. Roth conversions are taxable in the year converted and may impact your tax situation. Investing involves risk. Consult a qualified tax and financial professional before making any decisions. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Black Oak Asset Management, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.