Avoid These Retirement Planning Mistakes

Show Description: Hosted by Greg Lynch &amp; Amy Sharpe Are you ready to take charge of your financial future and build the retirement you've always dreamed of? “Pivoting Towards Retirement” is your go-to podcast for practical guidance, expert insights, and honest conversations about everything retirement-related. Hosts Greg Lynch and Amy Sharpe—seasoned financial professionals with a passion for empowering others—bring you strategies, stories, and actionable tips to help you navigate the evolving landscape of retirement planning. Whether you’re just starting to consider your retirement options or are in the final stretch, Greg and Amy break down complex topics like investment strategies, healthcare, taxes, lifestyle planning, and more. Tune in each week and pivot towards a more confident, fulfilling retirement. It’s never too early—or too late—to begin your journey! Show Disclosure: INVESTMENT ADVISORY PRODUCTS AND SERVICES MADE AVAILABLE THROUGH AE WEALTH MANAGEMENT, LLC, A REGISTERED INVESTMENT ADVISOR.   INSURANCE PRODUCTS ARE OFFERED THROUGH THE INSURANCE BUSINESS [FIRM]. [FIRM] IS ALSO AN INVESTMENT ADVISORY PRACTICE THAT OFFERS PRODUCTS AND SERVICES THROUGH AE WEALTH MANAGEMENT, LLC, A REGISTERED INVESTMENT ADVISER. AEWM DOES NOT OFFER INSURANCE PRODUCTS. THE INSURANCE PRODUCTS OFFERED BY [FIRM] ARE NOT SUBJECT TO INVESTMENT ADVISOR REQUIREMENTS. INVESTING INVOLVES RISK, INCLUDING THE POTENTIAL LOSS OF PRINCIPAL. ANY REFERENCES TO PROTECTION, SAFETY OR LIFETIME INCOME, GENERALLY REFER TO FIXED INSURANCE PRODUCTS, NEVER SECURITIES OR INVESTMENTS. INSURANCE GUARANTEES ARE BACKED BY THE FINANCIAL STRENGTH AND CLAIMS PAYING ABILITIES OF THE ISSUING CARRIER.   THIS RADIO SHOW IS INTENDED FOR INFORMATIONAL PURPOSES ONLY. IT IS NOT INTENDED TO BE USED AS THE SOLE BASIS FOR FINANCIAL DECISIONS, NOR SHOULD IT BE CONSTRUED AS ADVICE DESIGNED TO MEET THE PARTICULAR NEEDS OF AN INDIVIDUAL’S SITUATION.   PIVOTAL FINANCIAL IS NOT PERMITTED TO OFFER AND NO STATEMENT MADE DURING THIS SHOW SHALL CONSTITUTE TAX OR LEGAL ADVICE. OUR FIRM IS NOT AFFILIATED WITH OR ENDORSED BY THE U.S. GOVERNMENT OR ANY GOVERNMENTAL AGENCY. THE INFORMATION AND OPINIONS CONTAINED HEREIN PROVIDED BY THIRD PARTIES HAVE BEEN OBTAINED FROM SOURCES BELIEVED TO BE RELIABLE, BUT ACCURACY AND COMPLETENESS CANNOT BE GUARANTEED BY PIVOTAL FINANCIAL.   THIS RADIO SHOW IS A PAID PLACEMENT

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Show Description:Hosted by Greg Lynch & Amy SharpeAre you ready to take charge of your financial future and build the retirement you've always dreamed of? “Pivoting Towards Retirement” is your go-to podcast for practical guidance, expert insights, and honest conversations about everything retirement-related. Hosts Greg Lynch and Amy Sharpe—seasoned financial professionals with a passion for empowering others—bring you strategies, stories, and actionable tips to help you navigate the evolving landscape of retirement planning.Whether you’re just starting to consider your retirement options or are in the final stretch, Greg and Amy break down complex topics like investment strategies, healthcare, taxes, lifestyle planning, and more. Tune in each week and pivot towards a more confident, fulfilling retirement. It’s never too early—or too late—to begin your journey!Show Disclosure:INVESTMENT ADVISORY PRODUCTS AND SERVICES MADE AVAILABLE THROUGH AE WEALTH MANAGEMENT, LLC, A REGISTERED INVESTMENT ADVISOR. INSURANCE PRODUCTS ARE OFFERED THROUGH THE INSURANCE BUSINESS [FIRM]. [FIRM] IS ALSO AN INVESTMENT ADVISORY PRACTICE THAT OFFERS PRODUCTS AND SERVICES THROUGH AE WEALTH MANAGEMENT, LLC, A REGISTERED INVESTMENT ADVISER. AEWM DOES NOT OFFER INSURANCE PRODUCTS. THE INSURANCE PRODUCTS OFFERED BY [FIRM] ARE NOT SUBJECT TO INVESTMENT ADVISOR REQUIREMENTS. INVESTING INVOLVES RISK, INCLUDING THE POTENTIAL LOSS OF PRINCIPAL. ANY REFERENCES TO PROTECTION, SAFETY OR LIFETIME INCOME, GENERALLY REFER TO FIXED INSURANCE PRODUCTS, NEVER SECURITIES OR INVESTMENTS. INSURANCE GUARANTEES ARE BACKED BY THE FINANCIAL STRENGTH AND CLAIMS PAYING ABILITIES OF THE ISSUING CARRIER. THIS RADIO SHOW IS INTENDED FOR INFORMATIONAL PURPOSES ONLY. IT IS NOT INTENDED TO BE USED AS THE SOLE BASIS FOR FINANCIAL DECISIONS, NOR SHOULD IT BE CONSTRUED AS ADVICE DESIGNED TO MEET THE PARTICULAR NEEDS OF AN INDIVIDUAL’S SITUATION. PIVOTAL FINANCIAL IS NOT PERMITTED TO OFFER AND NO STATEMENT MADE DURING THIS SHOW SHALL CONSTITUTE TAX OR LEGAL ADVICE. OUR FIRM IS NOT AFFILIATED WITH OR ENDORSED BY THE U.S. GOVERNMENT OR ANY GOVERNMENTAL AGENCY. THE INFORMATION AND OPINIONS CONTAINED HEREIN PROVIDED BY THIRD PARTIES HAVE BEEN OBTAINED FROM SOURCES BELIEVED TO BE RELIABLE, BUT ACCURACY AND COMPLETENESS CANNOT BE GUARANTEED BY PIVOTAL FINANCIAL. THIS RADIO SHOW IS A PAID PLACEMENT

Show Description: Hosted by Greg Lynch &amp; Amy Sharpe Are you ready to take charge of your financial future and build the retirement you've always dreamed of? “Pivoting Towards Retirement” is your go-to podcast for practical guidance, expert insights, and honest conversations about everything retirement-related. Hosts Greg Lynch and Amy Sharpe—seasoned financial professionals with a passion for empowering others—bring you strategies, stories, and actionable tips to help you navigate the evolving landscape of retirement planning. Whether you’re just starting to consider your retirement options or are in the final stretch, Greg and Amy break down complex topics like investment strategies, healthcare, taxes, lifestyle planning, and more. Tune in each week and pivot towards a more confident, fulfilling retirement. It’s never too early—or too late—to begin your journey! Show Disclosure: INVESTMENT ADVISORY PRODUCTS AND SERVICES MADE AVAILABLE THROUGH AE WEALTH MANAGEMENT, LLC, A REGISTERED INVESTMENT ADVISOR. &nbsp; INSURANCE PRODUCTS ARE OFFERED THROUGH THE INSURANCE BUSINESS [FIRM]. [FIRM] IS ALSO AN INVESTMENT ADVISORY PRACTICE THAT OFFERS PRODUCTS AND SERVICES THROUGH AE WEALTH MANAGEMENT, LLC, A REGISTERED INVESTMENT ADVISER. AEWM DOES NOT OFFER INSURANCE PRODUCTS. THE INSURANCE PRODUCTS OFFERED BY [FIRM] ARE NOT SUBJECT TO INVESTMENT ADVISOR REQUIREMENTS. INVESTING INVOLVES RISK, INCLUDING THE POTENTIAL LOSS OF PRINCIPAL. ANY REFERENCES TO PROTECTION, SAFETY OR LIFETIME INCOME, GENERALLY REFER TO FIXED INSURANCE PRODUCTS, NEVER SECURITIES OR INVESTMENTS. INSURANCE GUARANTEES ARE BACKED BY THE FINANCIAL STRENGTH AND CLAIMS PAYING ABILITIES OF THE ISSUING CARRIER. &nbsp; THIS RADIO SHOW IS INTENDED FOR INFORMATIONAL PURPOSES ONLY. IT IS NOT INTENDED TO BE USED AS THE SOLE BASIS FOR FINANCIAL DECISIONS, NOR SHOULD IT BE CONSTRUED AS ADVICE DESIGNED TO MEET THE PARTICULAR NEEDS OF AN INDIVIDUAL’S SITUATION. &nbsp; PIVOTAL FINANCIAL IS NOT PERMITTED TO OFFER AND NO STATEMENT MADE DURING THIS SHOW SHALL CONSTITUTE TAX OR LEGAL ADVICE. OUR FIRM IS NOT AFFILIATED WITH OR ENDORSED BY THE U.S. GOVERNMENT OR ANY GOVERNMENTAL AGENCY. THE INFORMATION AND OPINIONS CONTAINED HEREIN PROVIDED BY THIRD PARTIES HAVE BEEN OBTAINED FROM SOURCES BELIEVED TO BE RELIABLE, BUT ACCURACY AND COMPLETENESS CANNOT BE GUARANTEED BY PIVOTAL FINANCIAL. &nbsp; THIS RADIO SHOW IS A PAID PLACEMENT

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Avoid These Retirement Planning Mistakes

Avoid These Retirement Planning Mistakes