Ramp Up to Retirement

Avoiding Common Retirement Blunders

October 30, 2024 | Episode #5

Show Notes

What are the biggest financial blunders to dodge as you approach retirement?

In this episode, Dan Reese walks us through some key financial missteps that retirees often encounter and shares tips on how to steer clear of them. From budgeting and unexpected expenses to managing taxes and understanding the nuances of Social Security, Dan lays a foundation for avoiding these pitfalls. You’ll also learn about the importance of incorporating healthcare costs and planning for longevity into your retirement strategy.

Tune in for actionable insights and practical advice that can help you steer clear of pitfalls and secure a smooth, stress-free retirement. Don’t miss out on this crucial episode that every prospective retiree should hear!

Resources

Try our Avery Wealth Retirement Readiness Quiz today!

Avery Wealth Retirement Readiness Quiz

Carson Partners: 8 Blunders to Avoid in Retirement

Avoid these 8 Retirement Blunders

About the Podcast

You’re nearing your Ramp Up to Retirement, where work will be optional. How do you make the best decisions to set yourself up for success? Tune in to hear from Dan Reese CFP®, Founder, Senior Wealth Advisor at Avery Wealth about the decisions and subtle changes you can make to ensure your retirement is successful! 

As you approach life’s next chapter, we’re here to guide you through the intricacies of financial planning. We’ll help you stay focused on what truly matters as you navigate your retirement journey, overcome financial challenges, and leave a lasting legacy.

Avoiding Common Retirement Blunders

Meet the Host

Dan Reese

CFP®
Founder, Senior Wealth Advisor