Biggest Retirement Regrets (and how to avoid them!) - podcast episode cover

Biggest Retirement Regrets (and how to avoid them!)

May 11, 202415 minSeason 2024Ep. 511
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

According to a recent report from @Consumer Affairs, 60% of seniors have regrets about how they prepared (or didn't) for retirement. In this video, Peter with Richon Planning and Erin Kennedy break down those top regrets, including:

63% wished they had planned their investments to provide automatic income.

85% wished they had built their portfolios to deal with the unexpected, including inflation and market volatility.

Another regret: not considering tax implications.

It's not too late to prepare for a happy retirement! If you'd like to talk with Peter about how to avoid these mistakes and how to create sustainable income in retirement, reach out by calling (919) 300-5886 or visit www.RichonPlanning.com

#WealthManagement #Retirement #RetirementRegrets

For the best experience, listen in Metacast app for iOS or Android