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Classic Pre-Retiree Mistakes

Retirement Planning


On This Episode

In the complex world of financial planning, there are countless pitfalls one could fall into as you approach retirement. In this episode, we’ll share some common mistakes we see people make all the time. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. We'll delve into these key issues and learn how to navigate them effectively when it's your turn to plan for retirement.

Stay tuned as Mark talks through the importance of investing differently as you approach retirement, having a plan before taking Social Security benefits, minimizing your tax bill, and more. Join us and learn why it’s so important to have intention and strategy behind your financial decisions.  


On today’s show, we’ll share:

  • Investing at age 59 the same way that you invested at 39 (1:56)
  • Starting Social Security without a plan or strategy (3:03)
  • Focusing on tax preparation, but not tax planning (4:33)

Thanks for joining us! We’ll be back for another show every other Thursday.

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