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Avoiding the 4 Biggest Retirement Withdrawal Mistakes & Finding Purpose in Retirement
Manage episode 407502735 series 3561344
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In this episode Kevin discusses the four worst mistakes people make in withdrawing from their accounts. He also talks about the importance of having a plan for retirement and how to make sure you're doing it the right way.
Here are the four worst mistakes people make in withdrawing from their accounts:
- Not having a plan.
- Withdrawing too much money too soon.
- Not taking into account taxes and healthcare costs.
- Not having a diversified portfolio.
Kevin discusses the importance of having purpose in retirement and how to find it. He also talks about the different types of income streams available to retirees and how to create a plan that meets your individual needs.
If you're retired or nearing retirement, call Kevin NOW to schedule a Portfolio Review!
#retirement #financialplanner #financialliteracy #wealth #fyp #podcast
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