• Common Retirement Mistakes

  • May 6 2025
  • Duración: 42 m
  • Podcast

Common Retirement Mistakes

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  • Resumen

  • Growth in life is largely about learning from your mistakes, but at a certain point in our journey we will no longer have the benefit of time to recover from those mistakes, so having a plan is essential. Nathan discusses some common mistakes to be mindful of as we prepare for retirement, including: outliving your assets, favoring accumulation over distribution, failing to account for inflation, and much more. Also on MoneyTalk, how to determine which of the three core asset allocation strategies is right for your portfolio. Host: Nathan Beauvais, CFP®, CIMA®; Air Date: 5/2/2025; Original Air Dates: 6/12/2023 & 7/28/2023. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!

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