• Retirement Planning Missteps To Be Avoided

  • Aug 16 2024
  • Length: 57 mins
  • Podcast

Retirement Planning Missteps To Be Avoided

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  • Summary

  • Planning for retirement can be daunting, but knowing the pitfalls can make all the difference. From delaying your planning to underestimating your future costs, these missteps can significantly impact your retirement. We'll show you some proactive strategies to sidestep these common errors and secure a comfortable and stress-free retirement. In this conversation, Jeremy Nelson and Nolan discuss various aspects of retirement planning. They emphasize the importance of managing risk and having a plan that provides stability and peace of mind. They also highlight the significance of working with a fiduciary who acts in the client's best interest. Other topics covered include financial goals, income sources, savings and investments, budgeting and expense management, healthcare and insurance, tax planning, and longevity risk. The conversation concludes with a discussion on annuities and addressing listener questions.

    Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

    See omnystudio.com/listener for privacy information.
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