In the complex world of retirement planning, there are countless pitfalls one could face. In part one of this two-part series, we’re sharing seven 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 ignoring tax implications? Are you procrastinating when it comes to investing? No matter the problem, we’ll help you recognize the errors and how to correct them. So, 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.
In this episode, we’ll share:
- Are you ignoring future tax implications? [2:49]
- Are you failing to diversify your investments? [5:33]
- Are you procrastinating on your retirement savings? [12:37]
If you have any questions about how you can better prepare for your retirement future, don’t hesitate to reach out to Michael Schulte for help.
He’s a Financial Advisor and Certified Business Exit Planner at WestPac Wealth Partners. His daily mission is to help families and business owners make smart financial decisions so they can live on their own terms for the rest of their lives, regardless of what life events and opportunities come their way.
Call Michael at 702-767-4897 with any of your questions or email michael.schulte@westpacwealth.com.
