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