Top 10 Retirement Mistakes to Avoid
Kevin and Charlie introduce the Top Ten Retirement Mistakes to Avoid in order to improve your chances for a more fulfilling life now as well as a more prosperous retirement.
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401(k) Confusion Could Cost You Thousands
Understanding your 401(k) can be confusing but it is an important element of a successful retirement plan.
However, there is strategy involved to maximize this benefit.
Recession Preparedness: 3 Things You CAN Do to Be Prepared
The next recession or market downturn could be more painful than the last – simply because you have more money invested! Charlie has brought lessons learned from his training in the military and as an airline pilot to help clients work through various scenarios and put together a successful plan to weather the storm.
Top Ten Retirement Mistake #1: Not Having a Plan
We discuss the monetary and emotional impact of not having a financial plan for retirement.
Top Ten Retirement Mistake #2 – The Value of Working with a Fiduciary
Financial advice comes in all forms but the only type of professional who is required by law to act in your best interest is a fiduciary.
Top Ten Retirement Mistake #3: Not Having a Plan For The Best Time to Start Your Social Security Benefits
Charlie and Kevin discuss some of the factors that people in their early 60’s should consider before starting Social Security. What are the three most important considerations in order to make the best decision? We believe this decision must be part of your overall retirement plan or it could be a very expensive mistake!
Top Ten Retirement Mistake #4: Too Much Risk or Not Enough In Your Investment Portfolio
The Number Four Top Ten Retirement Mistake to avoid is "Too Much or Not Enough Risk In Your Investment Portfolio." How do you know the right amount of investment risk for you? What do the phrases "risk capacity" and "risk tolerance" mean and why are they important to...
Top Ten Retirement Mistake #5: Timing the Stock Market!
Is the stock market currently valued to high? Should you try to time the market? Charlie and Kevin explain the effectiveness, or lack thereof, in trying to time the stock market. See what the evidence says and learn alternative strategies for successful investing.
Top Ten Retirement Mistake #6: the Good, the Bad and the Ugly of Annuities
Top Ten Retirement Mistakes – Number 6! We’re counting down to the biggest mistake you can make when it comes to preparing for a great retirement. In this episode Charlie and Kevin explore the good, the bad and the ugly about annuities. There are literally hundreds of different types of annuities and they’re not ALL bad.
Top Ten Retirement Mistake #7
The seventh most common retirement mistake is not setting goals or having a well-thought-out financial plan in order to achieve what’s most important to you.
We believe if you take the time to set realistic goals and develop a financial plan you will enjoy a better quality of life now as well as prepare for a great retirement lifestyle in the future. Our hearts desire is that you achieve your goals and dreams. Please let us know how we can help you in your journey to financial peace and prosperity.
Top Ten Retirement Mistake #8
This video specifically addresses the financial news entertainment industry. Financial news can be excited and fun to watch but it rarely addresses the requirements of our long-term retirement plan.