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In this episode, Christopher Reid, CFP® and Vic Colella, CFP®, CDFA®, break down three of the most common — and costly — mistakes we see retirees make. Some of them may not be what you expect. If you’re approaching retirement or already there, this conversation could help you avoid missteps that quietly undermine long-term financial goals.
If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at [email protected].
By Woodward Financial Advisors4.8
1313 ratings
In this episode, Christopher Reid, CFP® and Vic Colella, CFP®, CDFA®, break down three of the most common — and costly — mistakes we see retirees make. Some of them may not be what you expect. If you’re approaching retirement or already there, this conversation could help you avoid missteps that quietly undermine long-term financial goals.
If you have suggestions for episode topics or would like to give us feedback, we would love to hear from you! Please email us at [email protected].