George Politarhos discusses the pitfalls of DIY retirement planning and the importance of seeking professional help. He highlights the need for a customized retirement plan that takes into account factors like inflation, life events, and income strategies. The conversation also touches on common mistakes in retirement planning, such as lack of contributions, lack of tax diversification, and insufficient income streams. George emphasizes the importance of understanding retirement plan rules, employer matching, and hidden fees. We encourage listeners to visit PatriaWealth.com and schedule a meeting to address these issues and create a comprehensive retirement plan.
For more information call 302-330-2166 or visit www.patriawealth.com
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