In the complex world of retirement planning, there are countless pitfalls one could fall into. In this episode, we've distilled it down to what we believe are the top 5 mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan. So, join us as we delve into these key issues and learn how to navigate them effectively when it's your turn to plan for retirement.
0:33 - Main Topic: The 5 Biggest Money Mistakes In Retirement Planning
1:56 - Ignoring Tax Implications
5:01 - Starting Social Security Too Early
6:34 - Ignoring Long-Term Care Costs
8:24 - Update Your Plan
9:19 - Poor Communication Between Spouses
13:22 - Mailbag: Bill Is Concerned About Bank Investments
17:54 - New Long-Term Care Product
Have questions about any of the topics we covered in today's podcast? Reach out to me at 480-513-1830, or schedule a call via my calendar.