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May 11, 2023 20 mins

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.

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

Show Notes: 

0:33 - Main Topic: The 5 Biggest Money Mistakes In Retirement Planning  2:00 - 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

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