After 30 years of helping people retire, I’ve seen the key mistakes and missed opportunities people make that prevent them from living the kind of retirement they dream of having. Today, I’m going to share some of these top retirement mistakes that really break my heart. I hope that sharing these will help you learn, act, and not miss the amazing opportunity you have to live the kind of retirement you dream of and want for yourself.
Jump to a segment using the 𝘁𝗶𝗺𝗲𝘀𝘁𝗮𝗺𝗽𝘀 𝗯𝗲𝗹𝗼𝘄! 👇TIMESTAMPS00:00 30 Years Helping People Retire – Here’s What Really Breaks My Heart 00:45 Not having a retirement plan & vision03:49 Not optimizing your Social Security (that is right for YOU.)07:00 Not moving from wealth accumulation to wealth preservation12:01 Not preparing for & planning for taxes in retirement17:16 2 key takeaways & action items18:13 How to secure help
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Learn the key components you need to include in your retirement plan, check this video out: https://youtu.be/QkJzvbZ_gDs#RetirementMistakes#RetirementPlanning#RetirementEssentials#HowToRetire#RetirementIncome#RetirementPlanning2025#RetirementStrategy#FinancialEducation#FinancialLiteracy#HowToRetireEarly#RetirementPlanningAt50#RetirementPlanningAt60#HowMuchDoINeedToRetire#RetirementPlanningTips#FinancialAdvisor#SocialSecurity
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