Financial Choices Matter

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How To Avoid Critical Retirement Planning Mistakes

Let’s talk about some of the common mistakes that we see being made time and time again by retirees and pre-retirees.

Show Notes: 

2:24 - Bonds Are A Safe Investment

5:19 - Avoiding The Idea of Long Term Care Needs

8:43 - Guarding Against Market Declines

10:49 - Categorizing Different Investment Vehicles As Always Good, Or Always Bad

14:03 - Not Having A Plan In Place

16:06 - Beverly Asks If She Has Enough Diversification Between Her 33 Mutual Funds

Are You Paying Attention To Your Biggest Assets?

If you really took inventory of your financial situation, you might find that you’ve been taking for granted some assets that make up a huge piece of your puzzle. Is it possible you should be putting a little more thought into some of these assets?

Show Notes:

1:56 - Are you paying attention to your biggest assets?

2:32 - Should we be putting more thought into these assets?

3:32 - Asset #1: 401(k)

5:45 - Asset #2: House

8:54 - Asset #3: Social Security

11:15 - Asset #4: Smaller Accounts

13:38 - Mailbag: I have a lot of money in savings earning very little interest.

16:53 - Getting To Know Charles: What item would you want to be buried with?