4 Mistakes People Routinely Make with Their Retirement Planning

Published on: Jan 8, 2022
You may have heard it said that making mistakes is the price you pay for knowing how to do things the right way. But sometimes that ‘price’ can be high. Like, crazy high. I mean, we do learn from our mistakes, right? Our thought is… what if we can help you avoid making common and costly mistakes that others make with their retirement planning? We can help you save some big-time money! Why not learn from the mistakes of others and just keep right on making wise decisions with your money! Here are the highlights:
  • Why deferring taxes can have long term consequences
  • Neglecting Year-End Planning
  • Ignoring Long Term Care and Health Care costs
Host Ben Christy interviews Beacon Capital Management's Senior Partner and Co-Owner, Pete Benson, and CEO and Co-Owner Jon Maxson, for this episode of the Beacon Retirement Strategies Radio Show: 4 Mistakes People Routinely Make with Their Retirement Planning

Are you considering retiring in the near future — but aren’t sure if you have enough money saved? This is a difficult assessment under any circumstance, but certain factors make it even more complex. You’ve worked hard to get to where you are and running out of money during retirement is not an option.

SCHEDULE A CALL TODAY TO GET YOUR FREE FINANCIAL PLAN CHECKUP! This includes a tax analysis, along with an income analysis, social security analysis, fee and risk report, and portfolio stress test. We are happy to provide this service to you, at no cost no obligation.

Also, download our FREE INCOME PLANNING CHECKLIST to see which areas you need to cover to have a comprehensive retirement plan.

Pin It on Pinterest