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Some retirement mistakes are obvious. Others are silent — slowly eroding your plan year after year without setting off alarms. From investing the same old way to ignoring tax planning and claiming Social Security without a strategy, these missteps can cost you more than you think.
In this episode, Tyler Emrick, CFA®, CFP®, walks through five of the most common — and avoidable — financial mistakes people make in and near retirement. You’ll walk away with practical strategies to strengthen your plan, avoid missteps, and make more confident decisions as you approach — and live in — retirement.
Whether you're five years from retirement or already in it, this episode will help you spot hidden risks and take smarter action today.
Here’s some of what we discuss in this episode:
📉 Mistake #1: Investing the same way you always have
Have questions?
Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.
http://bit.ly/calltruewealth
Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/
We're now on YouTube! Subscribe so you don't miss a show: https://bit.ly/3SNWIkg
By Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®4.4
2626 ratings
Some retirement mistakes are obvious. Others are silent — slowly eroding your plan year after year without setting off alarms. From investing the same old way to ignoring tax planning and claiming Social Security without a strategy, these missteps can cost you more than you think.
In this episode, Tyler Emrick, CFA®, CFP®, walks through five of the most common — and avoidable — financial mistakes people make in and near retirement. You’ll walk away with practical strategies to strengthen your plan, avoid missteps, and make more confident decisions as you approach — and live in — retirement.
Whether you're five years from retirement or already in it, this episode will help you spot hidden risks and take smarter action today.
Here’s some of what we discuss in this episode:
📉 Mistake #1: Investing the same way you always have
Have questions?
Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.
http://bit.ly/calltruewealth
Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/
We're now on YouTube! Subscribe so you don't miss a show: https://bit.ly/3SNWIkg

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