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June 28, 2025 19 mins
Our Countdown to Retirement continues! To help you get ready for retirement, Peter with Richon Planning has created a great resource at www.RichonPlanning.com that anyone can download, keep, and read at their own pace. In this video, he and Erin Kennedy talk through the top 5 planning mistakes. They are: 
 
1. Not having a "GRIP" on your retirement
2. Taking inappropriate risks
3. A "gross" planning mistake (hint: taxes) 
4. Not caring enough to plan for long-term care 
5. Not Optimizing Social Security
 
 
Ready to take action? Download “The Countdown to Retirement”—a guide that challenges conventional wisdom and helps you craft a plan that safeguards your lifestyle, comfort, and peace of mind. And don't forget to check out the other videos in this special series, as we Countdown to Retirement!
Visit www.RichonPlanning.com, or call Peter at (919) 300 - 5886. 📚
#RetirementPlanning #FinancialSecurity #WealthManagement #IncomePlanning #SocialSecurity #RetirementIncome #LongTermCare
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