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5 Big Money Mistakes In Retirement Planning

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Conteúdo fornecido por Scott Sierens. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Scott Sierens ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

No one enjoys making mistakes, as they can result in wasted time and money and cause significant stress and frustration. In the complex world of retirement planning, there are countless pitfalls one could fall into if you aren’t properly prepared. In this episode, we’re going talk about the top 5 money mistakes that Scott often sees in retirement planning and how to avoid making them.

Here's what we’ll discuss in this episode:

  • Start strategizing about your future taxes in retirement. (3:13)
  • Utilize efficient investments in the right buckets. (7:40)
  • Should you be considering Roth conversions? (8:57)
  • Taking Social Security too early. (12:13)
  • The importance of having a clear purpose going into retirement. (17:45)
  • Planning for health care expenses in retirement. (20:03)
  • Being too conservative going into retirement. (22:38)

Want to get in touch?

Web: https://sierensfinancialgroup.com/

Email: office@sierensfinancialgroup.com

Phone: 847-235-6989

Read more and get additional financial resources here: http://lifemoneyshow.com

Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ

Social Security Guide: http://lifemoneyshow.com/socialsecurity/

Life of Tax Article: https://www.self.inc/info/life-of-tax/#:~:text=Key%20statistics,(%241%2C571%2C244)%20spent%20on%20taxes

Medicare Episode: https://five.libsyn.com/episodes/view/26813553

  continue reading

154 episódios

Artwork
iconCompartilhar
 
Manage episode 365518864 series 2891513
Conteúdo fornecido por Scott Sierens. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Scott Sierens ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

No one enjoys making mistakes, as they can result in wasted time and money and cause significant stress and frustration. In the complex world of retirement planning, there are countless pitfalls one could fall into if you aren’t properly prepared. In this episode, we’re going talk about the top 5 money mistakes that Scott often sees in retirement planning and how to avoid making them.

Here's what we’ll discuss in this episode:

  • Start strategizing about your future taxes in retirement. (3:13)
  • Utilize efficient investments in the right buckets. (7:40)
  • Should you be considering Roth conversions? (8:57)
  • Taking Social Security too early. (12:13)
  • The importance of having a clear purpose going into retirement. (17:45)
  • Planning for health care expenses in retirement. (20:03)
  • Being too conservative going into retirement. (22:38)

Want to get in touch?

Web: https://sierensfinancialgroup.com/

Email: office@sierensfinancialgroup.com

Phone: 847-235-6989

Read more and get additional financial resources here: http://lifemoneyshow.com

Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ

Social Security Guide: http://lifemoneyshow.com/socialsecurity/

Life of Tax Article: https://www.self.inc/info/life-of-tax/#:~:text=Key%20statistics,(%241%2C571%2C244)%20spent%20on%20taxes

Medicare Episode: https://five.libsyn.com/episodes/view/26813553

  continue reading

154 episódios

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