Are you focused too much on your investments as you approach retirement? In this episode of Retiring Today, we dive into three critical investment traps that retirees should avoid when planning for retirement:

Investment Hyperfocus: Over-focusing on day-to-day market fluctuations or portfolio balances while overlooking other areas of retirement planning.

Taking Unintended Risk: Failing to assess and manage risk or update allocations to meet retirement goals can lead to unintended investment risk.

Making Return Assumptions: Relying on overly optimistic investment return projections can impact decision-making and affect the long-term strength of a retirement plan.

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Loren Merkle

CFP®, RICP®, Certified Financial Fiduciary®

https://merkleretirementplanning.com/staff-members/loren-merkle/

Clint Huntrods

Certified Financial Fiduciary®, PhD

https://merkleretirementplanning.com/staff-members/clint-huntrods/

Molly Nelson

Host of Retiring Today with Loren Merkle

https://merkleretirementplanning.com/staff-members/molly-nelson/

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