Common Retirement Planning Mistakes
How Money Works19 Syys 2024

Common Retirement Planning Mistakes

There are a few common retirement planning mistakes that can happen and set you back as you work to get to and through retirement. With more than 30 years of experience, Craig and Jennifer Moser have seen it all, and in this episode, offer up their best advice to avoid some common retirement planning mistakes.

For example, as you approach your retirement years, there needs to be a shift from merely chasing high returns to ensuring you have a steady income. You also want to consider strategies to limit your tax liability. What about when you should start taking your Social Security benefits?

There are a lot of questions and common mistakes that can come with retirement planning, and it's always helpful to have an experienced and qualified advisor on your side. Tune in to this episode of How Money Works for practical tips to ensure your retirement plan stays on track!

Here's some of what we discuss in this episode:

  • Some of the unknowns of retirement planning.
  • Limiting your tax liability.
  • When to start taking Social Security benefits.
  • Focusing on returns versus focusing on income.
  • Making sure that you are getting advice from the right places.

Contact Maestro Wealth:

Web: https://maestrowealth.com/

Email: info@maestrowealth.com

Phone: 336-448-1086

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(141)

Is DIY Financial Planning Costing You?

Is DIY Financial Planning Costing You?

Doing it yourself feels empowering, until the margin for error disappears. Craig and Jennifer look at why many people stick with a DIY financial approach longer than they should, and how retirement qu...

5 Helmi 25min

Navigating Financial Changes in 2026: Retirement, Taxes & Medicare

Navigating Financial Changes in 2026: Retirement, Taxes & Medicare

Craig and Jennifer dive into the key financial updates for 2026 and how they can affect your retirement. They discuss Social Security COLAs, Medicare premium increases, new tax deductions for seniors,...

15 Tammi 24min

Retirement Sabotage: The Mistakes That Add Up

Retirement Sabotage: The Mistakes That Add Up

Most retirement mistakes don't happen all at once; they happen quietly and over time. In this episode, Craig and Jennifer walk through the most common ways people unknowingly sabotage their retirement...

31 Joulu 202526min

Taking Out the Financial Trash in Your Retirement Plan

Taking Out the Financial Trash in Your Retirement Plan

As retirement gets closer, the small financial issues you've ignored can start to pile up fast. In this episode, Craig walks through the most common "financial trash" people carry into retirement, and...

18 Joulu 202526min

Safeguard Your Legacy: Avoiding Common Errors in Estate Planning

Safeguard Your Legacy: Avoiding Common Errors in Estate Planning

It's easy to avoid thinking about the realities of aging and the challenges it can bring. But, overlooking the true costs of healthcare and assistance can leave even the best financial plans vulnerabl...

4 Joulu 202525min

How Money Works: Planning, Fables, and Real-Life Finance

How Money Works: Planning, Fables, and Real-Life Finance

The stories we believe about money often shape our choices more than the numbers do. In this episode, Craig and Jennifer explores these "financial fables," using real-life situations to reveal how hid...

20 Marras 202523min

You Made It to Retirement… Now Don't Screw It Up!

You Made It to Retirement… Now Don't Screw It Up!

You've worked for decades, saved diligently, and finally reached retirement, now comes the hard part: not screwing it up. Craig and Jennifer share the most common post-retirement mistakes people make ...

6 Marras 202520min

The Retirement Road Trip: Don't Drive Without a Plan

The Retirement Road Trip: Don't Drive Without a Plan

Most people will spend hours planning a vacation: researching routes, mapping stops, and budgeting for the trip. But when it comes to retirement, many people set off without a roadmap. Today we'll use...

16 Loka 202525min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
rss-rahapodi
psykopodiaa-podcast
rss-oivalluksia-rahasta-elamasta
mimmit-sijoittaa
hyva-paha-johtaminen
asuntoasiaa-paivakirjat
rss-lahtijat
pomojen-suusta
rss-viisas-raha-podi
ostan-asuntoja-podcast
rahapuhetta
rss-rahamania
rss-startup-ministerio
rss-sisalto-kuntoon
rss-retoriikan-kesakoulu
sijoituspodi
lakicast
rss-inderes-femme
rss-set-for-life-sijoita-ja-vaurastu