(10 MISTAKES) To Avoid When Retiring скачать в хорошем качестве

(10 MISTAKES) To Avoid When Retiring

Mistakes you want to avoid if you are retiring. 🎯Get Your FREE Retirement Planning Session Today https://www.theoremwm.com/start-here 🚨Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/week... 🚀 Don't Fall Into These 10 Retirement Traps! Avoid These Common Mistakes for a Smooth Transition into Retirement 🚀 Planning for retirement can feel like navigating a maze, with so many factors to consider and personal nuances to account for. But fear not! In today's video, I'm here to shed light on the biggest retirement mistakes that new retirees often overlook, so you can steer clear of them and enjoy a fulfilling retirement journey. After nearly two decades of working closely with retirees, I've seen the same patterns emerge time and time again. While most people diligently plan for the big aspects of retirement, it's the seemingly insignificant details that can trip them up along the way. Let's dive into the top 10 pitfalls and how to avoid them: Introduction (00:00) Stacking Another Big Change (00:56) Taking Social Security Too Early (02:12) Not Planning for Taxes Appropriately (03:31) Making a Big Major Purchase (04:41) Getting Too Conservative (06:18) Putting Too Much into an Annuity (07:58) Not Factoring in Spending Increases into Their Plan (09:18) Failing to Take Advantage of Benefits While Working (10:29) Failing to Plan How to Fill Free Time (12:51) Wishing They Retired Earlier (14:05) Ending (15:05) By avoiding these common missteps, you can pave the way for a smooth transition into retirement bliss. Whether you're on the brink of retirement or just beginning to plan, this video is your essential guide to securing a prosperous future. Join me as we navigate the road to retirement success together! #RetirementPlanning #FinancialFreedom #WealthManagement #BabyBoomers #RetirementCrisis #GradualRetirement #InvestmentStrategy #AdaptablePlanning #theoremwealthmanagement 👍 [SCHEDULE YOUR RETIREMENT ANALYSIS] https://www.theoremwm.com/start-here If you have questions or comments email us [email protected] or head to www.Retireonceshow.com Johnathan Rankin CRPC® CEPA®, Founder & CEO Theorem Wealth Management 🎁 [ULTIMATE RETIREMENT TOOL KIT] https://www.theoremwm.com/retirement-... 🌐[HOMEPAGE] https://www.theoremwm.com/ ----------------------- POPULAR RETIREMENT VIDEOS 5 Big Changes Coming to 401Ks in 2024:    • 5 Big Changes Coming to 401Ks in 2024   All About Roth Accounts - Roth Conversions, Roth IRAs & Roth 401(k)s:    • Roth IRA Explained - Everything You N...   Understanding the Latest Inherited IRA Rules    • Understanding The Latest Rules for In...   Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. All discussions regarding investments are for illustrative purposes only. Nothing on this channel should be considered as personalized advice or a solicitation to buy or sell any securities.