Financial Choices Matter

Financial Choices Matter header image 1

How To Avoid Critical Retirement Planning Mistakes

May 21, 2020

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