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.
Contact us for your free one-hour consultation
Trust Your Instruments, Not Your Gut, When it Comes to Flying AND Investing!
So, it’s a dark night and the weather is terrible. What are the instruments you trust? What is your primary and backup instrument? Here are five instruments that I think can save your investments as well as your financial sanity during uncertain times…
Where Will Your Future Investment Returns Come From?
Some might try to predict the future but if they were truthful they would admit the answers to these questions are unknowable. Luckily we don’t have to know the future because we have history to learn from. Admittedly this is much less exciting than looking into our crystal ball but we’ve experienced times similar to these in the past.
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.