Most “Top 10 Mistakes You’re Making in Retirement” articles are vague, mostly common sense, and of little use to their readers. And when you read these articles, you have to consider the source. A bank is never going to tell you that having debt in your retirement is a mistake because they want to sell you loans!

I wanted to share mistakes that I see every single day working in my firm—mistakes that you won’t find in most articles. 90% of our clients are 55 and older working toward their dream retirement. I’ve seen it all. So in this episode of the Retirement Made Easy Podcast, I’ll cover 10 retirement planning mistakes you need to think about. 

You will want to hear this episode if you are interested in...

• [1:41] Ask me questions at RetirementMadeEasyPodcast.com!
• [2:45] Mistakes to avoid making in retirement
• [6:08] Mistake #1: Not accounting for an early retirement
• [8:39] Mistake #2: Neglecting planning for healthcare
• [9:30] Mistake #3: Not understanding the impact of inflation
• [10:40] Mistake #4: Neglecting tax planning 
• [12:02] Mistake #5: Not understanding Social Security 
• [13:30] Mistake #6: Failing to address long-term care expenses
• [15:06] Mistake #7: Forgetting about the big ticket items in retirement
• [18:40] Mistake #8: Not understanding how your money helps you reach goals
• [20:43] Mistake #9: Not having your goals written down
• [22:25] Mistake #10: Not understanding sequence of return risk

Resources & People Mentioned

• 3 Steps to Retirement Planning
• 16 Retirement Mistakes You Will Regret Forever
• J.P. Morgan 2023 Guide to Retirement

Connect With Gregg Gonzalez

• Email at: [email protected] 
• Podcast: https://RetirementMadeEasyPodcast.com
• Website: https://StLouisFinancialAdvisor.com
• Follow Gregg on LinkedIn
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• Follow Gregg on YouTube

 

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