5 Retirement Regrets & How to Avoid Them

03/19/25 • 16 min

This week, Robert G. Gilliland, CRPCTM & Karen Heider, CRPCTM, CDFA® explore the critical aspects of retirement planning that go beyond financial concerns. They’ll discuss a few big retirement regrets they've heard over the years from clients and offer valuable insights to help navigate retirement years with purpose and fulfillment.

🧭Download FREE guides: https://concenturewealth.com/financial-guides/
📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing
🌐Our Website: http://www.concenturewealth.com
📞Call Us: 713-930-2910
📧Message Us: [email protected]
💼Our LinkedIn: https://www.linkedin.com/company/concenturewealth/
📸Our Instagram: https://www.instagram.com/concenturewealth/
👍Our Facebook: https://www.facebook.com/people/Concenture-Wealth-Management/100076401128738/
▶️Subscribe to our Channel: https://www.youtube.com/@concenturewealth

Previous Episode

Value vs. Growth Stocks: Which Is For You? (ft. Mike Alexander)

Robert Gilliland, CRPCTM and Mike Alexander, CIMA® explain what you need to know about the differences between growth and value stocks and investing. Understand how they perform in various economic cycles and how to balance your portfolio with them according to your risk tolerance. Learn the significance, the risks, and gain insights into when and how you should consider either option.

Next Episode

How to Enjoy the Retirement You Earned

Robert G. Gilliland, CRPCTM & Karen Heider, CRPCTM, CDFA® are covering the often overlooked aspects of retirement planning that go beyond financial preparation. Learn how to elevate your quality of life and make the most of your retirement years.