Underestimated Expenses That Could Blindside You In Retirement

Published on: Sep 4, 2021

If you get hit with an unexpected expense when you’re still working chances are you’ll recover quickly, because you’re still collecting a paycheck. But if you’re caught off guard with an unexpected expense when you’re retired it could force you to go back to work, or put a serious dent in your lifestyle.

In this episode, we discuss 6 underestimated expenses that could blindside you in retirement, here are the highlights:

  • Why you could be paying a lot more taxes than you know.
  • The ugly truth about the skyrocketing cost of healthcare and long-term care expenses.
  • Plus, what Bloomberg news claims is a $150,000 expense – that you’re not accounting for.

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: 6 Underestimated Expenses That Could Blindside You in Retirement

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.

We highly recommend you get a second opinion of your current retirement plan, and at Beacon, we offer this service at no cost and no obligation.

SCHEDULE A CALL TODAY TO GET YOUR FREE FINANCIAL PLAN CHECKUP! This includes a tax analysis, along with an income analysis, a Social Security analysis, a fee and risk report, an RMD analysis, and a portfolio stress test.

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

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