Retirement Ready - Most Common Retirement Planning Mistakes

Most Common Retirement Planning Mistakes

09/19/24 • 11 min

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We all make mistakes from time to time. But what if your financial mistakes could be avoided with just a little insight? Eric shares some of the most common retirement planning mistakes people are prone to make and what you can do to save yourself from heartache.

Here’s some of what we discuss in this episode:

Understanding tax implications.
Timing your Social Security benefits wisely.
Focusing on income instead of returns.
Balancing aggressiveness and conservative investing.

Get in touch with the Peterson Financial team: https://petersonfg.com/

Here’s some of what we discuss in this episode:

Understanding tax implications.
Timing your Social Security benefits wisely.
Focusing on income instead of returns.
Balancing aggressiveness and conservative investing.

Get in touch with the Peterson Financial team: https://petersonfg.com/

Previous Episode

Common Complaints About Financial Planning

When it comes to planning for retirement, the relationship you have with your financial advisor is crucial. Many people express common complaints about their financial advisors, from taking on too much risk to paying high fees or a lack of communication. In today’s podcast, Eric sheds light on these concerns and offers valuable insights to help you navigate your financial journey.

Here’s some of what we discuss in this episode:

Assessing risk in investments.
Understanding the value for your fees.
Evaluating investment performance.
The importance of holistic financial planning.

Get in touch with the Peterson Financial team: https://petersonfg.com/

Next Episode

Water Wheels and Retirement Planning

Have you ever wondered how a water wheel can relate to your retirement planning? It might seem like an odd comparison, but in today’s podcast, Eric breaks down this fascinating analogy and its significance in maintaining a stable financial future.

Here’s some of what we discuss in this episode: