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As a retirement planner, I get to see the good and the bad of every retirement plan. All the good decisions and the mistakes that come up.
In an effort to help you avoid some common mistakes I see, I put together a list of 8 mistakes to avoid. These are mistakes around investing, income planning, withdrawal strategies, and mindset mistakes.
I hope this helps you know what to look out for and encourages you if you are already aware of these potential mistakes.
If you enjoy the podcast, I'd love it if you could give a rating and review on Apple Podcasts. It's the best way you can say 'Thank You'!
Want help with your retirement plan?👇🏼
☎️ Book a call with me
✉️ Email me: [email protected]
My YouTube Channel
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity
By Jacob Duke, CFP®4.9
9898 ratings
As a retirement planner, I get to see the good and the bad of every retirement plan. All the good decisions and the mistakes that come up.
In an effort to help you avoid some common mistakes I see, I put together a list of 8 mistakes to avoid. These are mistakes around investing, income planning, withdrawal strategies, and mindset mistakes.
I hope this helps you know what to look out for and encourages you if you are already aware of these potential mistakes.
If you enjoy the podcast, I'd love it if you could give a rating and review on Apple Podcasts. It's the best way you can say 'Thank You'!
Want help with your retirement plan?👇🏼
☎️ Book a call with me
✉️ Email me: [email protected]
My YouTube Channel
#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

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