Retire with Confidence: 9 Mistakes to Avoid in Your Financial Planning

Retiring soon?  We discuss the 9 most common Financial Planning mistakes and How to AVOID them.  Plus, bonus advice on choosing an advisor…

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Download your free workbook:  3 Steps to Planning an EPIC Retirement

Step 1:  Plan Your Sources of Income

Step 2:  Identify Your Expenses

Step 3:  Putting it all Together

 Ready to Retire!  Podcast: Episode 20:

If you're feeling overwhelmed about planning for retirement, this episode is for you.  Danette shares 9 common mistakes that people make when planning for retirement and provides actionable tips on how to avoid them. You'll gain confidence in your retirement planning and be better equipped to achieve your financial goals.

Are you worried that you haven't saved enough for retirement?  Danette shares insights on how to increase your savings and make saving a good financial habit. You'll also learn how to avoid taking on too much risk in your investment portfolio, plan for healthcare costs, and anticipate inflation.  

If you're not sure how much to withdraw from your investment portfolio in retirement, this episode is a must-listen.  Danette explains how withdrawing too much too soon can leave you with an inadequate retirement fund.  

Finally, if you're working with multiple financial advisors, you won't want to miss the bonus tip at the end of this episode.  Danette explains why consolidating your accounts with one advisor can provide you with a comprehensive overview of your financial situation and help you take advantage of fee breakpoints.  You'll also avoid the risk of having overlapping or conflicting plans.

About Us:

Danette Lowe, CFP^®

Founder – Wealth Advisor