Do you know what makes or breaks your retirement?
The assumptions and financial choices that might seem trivial at first, but have a significant impact later down the road!
In this episode, Jim Kruzan, CFP®, CRPC®, highlights 7 common retirement planning mistakes, drawing on decades of experience as a financial advisor. He also shares actionable ideas to avoid those mistakes.
Jim discusses:
- How to budget for retirement without giving up the little joys in life
- Why you should never underestimate healthcare costs
- Considerations for pension planning, including age, health, and spousal benefits
- The “set it and forget it” mentality that can potentially jeopardize your retirement
- The importance of seeking professional financial guidance
- And more
Resources:
No transcript available.
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