Jun 18, 2020
No matter how well you’ve built your financial plan, a critical mistake along the way can ruin everything you’ve worked for. On this episode, we’ll give you five errors investors will make on their way to retirement that can cause significant damage to their portfolio.
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Today's show schedule:
1:04 – Will virtual meetings become a bigger part of the business?
3:31 – What we’re discussing today and why.
4:01 – Believing that bonds will always be a safe investment.
7:30 – Not planning for long-term care needs.
10:40 – Failing to protect your portfolio against market decline.
14:20 – Assuming one financial product will always be good or always be bad.
16:32 – Failing to have a plan at all.
19:27 – How many people don’t have a plan for after retirement?