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Wealthy Habits Podcast

6 Big Money Mistakes in Retirement Planning

Are there some important financial questions and considerations that you've overlooked? On this show, we want to come alongside your financial and retirement journey to help you answer those questions and experience financial success.

Dave Elizondo and Drue Kampmann are Co-Founders of True Financial Partners, serving the Quad Cities. Their goal is to provide you with great information and education to help you retire with security and comfort.

As you get closer to retirement, the money choices you make become more and more critical. So make sure you're getting proper guidance and help along the way. On the Wealthy Habits Podcast, we'll cover things like social security, taxes, income planning, investments and so much more.

Reach out if you have any questions at https://www.truefinancialpartners.com/ or by calling 563-359-8783.

6 Big Money Mistakes in Retirement Planning

Jun 15, 2023

In the complex world of retirement planning, there are countless pitfalls one could face. Today we're sharing six of the top mistakes to watch out for. Avoiding these crucial missteps can have a significant impact on the success of your retirement plan.

As you listen, take note if you are making any of these mistakes. Are you taking investing advice from friends and family? Are you relying solely on your company’s retirement plan? No matter the problem, we’ll help you recognize the errors and talk about how to correct them. Join us as we delve into these key issues and learn how to navigate them effectively when it's your turn to plan for retirement.

Here's what we'll talk about on today's show:

Mistake: Taking advice from friends and family about investing. (3:27)
Mistake: Relying solely on your company’s retirement plan. (6:59)
Mistake: Not adjusting your retirement budget for inflation. (8:52)

Web: https://www.truefinancialpartners.com/

Email: info@truefp.biz

Phone: 877-359-8783