Planning Matters Radio

Biggest Retirement Regrets (and how to avoid them!)


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According to a recent report from @Consumer Affairs, 60% of seniors have regrets about how they prepared (or didn't) for retirement. In this video, Peter with Richon Planning and Erin Kennedy break down those top regrets, including:

63% wished they had planned their investments to provide automatic income.

85% wished they had built their portfolios to deal with the unexpected, including inflation and market volatility.

Another regret: not considering tax implications.

It's not too late to prepare for a happy retirement! If you'd like to talk with Peter about how to avoid these mistakes and how to create sustainable income in retirement, reach out by calling (919) 300-5886 or visit www.RichonPlanning.com

#WealthManagement #Retirement #RetirementRegrets

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Planning Matters RadioBy Richon Planning

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