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The Retirement Fumble You Didn’t See Coming | Are Hidden 401(k) Fees Draining Your Future? | Why Taking Social Security at 62 Might Cost You
What do touchdown fumbles and retirement planning have in common? More than you think. In this episode, Paul and Travis Ivanoff tackle the hidden pitfalls that can derail your retirement—like stealthy 401(k) fees, misunderstood tax implications, and the risks of taking Social Security too early. With real-world analogies and candid takes on popular financial advice, they break down how to avoid costly mistakes in the red zone of life. Whether you're nearing retirement or just starting to plan, this episode offers clarity on making smarter, more informed decisions.
Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am.
With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!
Contact Us: Ivanoff Wealth Management
Sources:
https://www.kiplinger.com/retirement/retirement-tax-planning-issues-to-be-aware-of
Dave Ramsey Says Retirees Should Claim Social Security at 62—Here Are 11 Key Pros and Cons
https://www.wsj.com/wsjplus/dashboard/articles/3-mistakes-avoid-investing-retirement-28b678e8
See omnystudio.com/listener for privacy information.
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By Travis IvanoffWhat do touchdown fumbles and retirement planning have in common? More than you think. In this episode, Paul and Travis Ivanoff tackle the hidden pitfalls that can derail your retirement—like stealthy 401(k) fees, misunderstood tax implications, and the risks of taking Social Security too early. With real-world analogies and candid takes on popular financial advice, they break down how to avoid costly mistakes in the red zone of life. Whether you're nearing retirement or just starting to plan, this episode offers clarity on making smarter, more informed decisions.
Listen to Paul and Travis on KEIB-AM LA Saturdays at 9am.
With years of experience in the financial services industry, host Travis Ivanoff of Ivanoff Wealth Management brings you the market analysis you need in the plain English you want. Tune in each week for your dose of retirement with Ivanoff Retirement Insights!
Contact Us: Ivanoff Wealth Management
Sources:
https://www.kiplinger.com/retirement/retirement-tax-planning-issues-to-be-aware-of
Dave Ramsey Says Retirees Should Claim Social Security at 62—Here Are 11 Key Pros and Cons
https://www.wsj.com/wsjplus/dashboard/articles/3-mistakes-avoid-investing-retirement-28b678e8
See omnystudio.com/listener for privacy information.