Everyone makes mistakes. There’s no denying that. But there are so many mistakes that can be avoided, especially when it comes to protecting your wealth. That’s why it’s critical to work with a team of financial professionals to make sure that you don’t make any mistakes that can derail your plans for retirement. Let’s review five money mistakes that we see people make that need to be avoided in retirement.
Timestamps: 00:00 – Introduction 01:18 – 1. Letting Emotions Drive Your Investment Strategy 05:51 – 2. Not Reviewing Your Spending Habits 11:20 – 3. Not Having a Will or Trust 14:48 – 4. Claiming Social Security Too Early 17:49 – 5. Paying Too Little (or Too Much) in Income Taxes 20:57 – What We Learned Today
Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC.
The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.
