Ramp Up to Retirement
Avoiding Common Retirement Blunders
Key Takeaways
- Budgeting beyond the essentials to accommodate unexpected expenses
- Healthcare costs and planning for inflation in retirement
- Factoring in taxes into financial decisions and avoiding costly missteps
- The impact of early retirement – planned or unplanned
- Planning for longevity to ensure you don't outlive your savings
- Utilizing Social Security and maximizing benefits
- Required Minimum Distributions (RMDs) and integrating tax planning
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!
Carson Partners: 8 Blunders to Avoid in Retirement
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.