5 Retirement Investing Mistakes to Avoid

Planning Matters Radio

Dec 30, 2023•11 min•Season 2023Ep. 1230

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Episode description

A financially secure and happy retirement doesn't just happen; it takes planning and some modifications as you get older. In this video, Peter with Richon Planning and Erin Kennedy walk through some mistakes:

Not Having a Plan
Forgetting about Inflation
Not Creating any Tax-Free Income
Investing too Conservatively
Taking on too much Risk as You near Retirement

If you'd like to speak with a fiduciary advisor about creating a financial plan that is uniquely tailored to your financial goals, please give Peter a call at (919) 300-5886 or set up a complimentary consultation by visiting www.RichonPlanning.com

#Retirement #WealthManagement #RetirermentMistakes #Investing

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