Equipping Points:
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.
Whether you’re just starting to plan for retirement or looking to fine-tune your existing strategy, today’s podcast is full of valuable insights to help you achieve your financial goals. Working with a financial advisor to help you navigate these financial decisions and stay on track can help you stay focused and consistent along the way.
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.
If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.
Today’s Takeaway:
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The host: Eric Peterson - Contact - Call: (515) 226-1500
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