9 Common Money Mistakes People Make When Retirement Planning And How To Avoid Them

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Күн бұрын

Here are the most common retirement mistakes we see retirees make leading up to and during retirement.
-Dave Zoller, CFP®
0:35 - Mistake #1
2:40 - Mistake #2
3:22 - Mistake #3
4:14 - Mistake #4
5:50 - Mistake #5
6:54 - Mistake #6
7:38 - Mistake #7
8:21 - Mistake #8
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Пікірлер: 18

@vinnyg2619 2 жыл бұрын

Great video! I like the idea of renting if you are moving into a totally different area. Like you said you get to know if you like the area or not. Could be more costly to buy, sell, buy houses then to rent then buy. We're not planning on moving any time soon but it is good advice. Also being too conservative with investing money is a great point. I think having a strategy on how to handle market downturns so you don't burn through your money is very important but a person/couple needs to have exposure to the stock market for the gains they can give you. Gaining 5%, 7%, 10% or more will help with future money.

@1brokenbychrist Жыл бұрын

Excellent information!

@t20837 2 жыл бұрын

Great advice! Looking to retire at the end of 2022, your videos are helpful. I appreciate that your focus is not solely on the financial piece, the emotional piece is huge

@positiveandhealthy2728 2 жыл бұрын

This gave me perspective. Thank you.

@StreamlineFinancial 2 жыл бұрын

Great. You're very welcome.

@rajeshthacker1456 2 жыл бұрын

Good and practical advise!

@StreamlineFinancial 2 жыл бұрын

Thank you, Rajesh.

@terryB4713 2 жыл бұрын

Appreciate your time in making these informative video's!

@schnell9364 2 жыл бұрын

All good points to consider. It goes so much beyond being done with working, the "purpose" after the work stops. Thanks for the videos Dave!

@Paulakanyutu 2 жыл бұрын

I am 45 years old with very little set aside for retirement at this point. I have always been curious about the stock market and have witnessed some people who played the game right and retired early because they used the stock market. When I ask them, most said that they invested very little to start with, but their portfolio grew. I do have a significant amount of capital that is required to start up but I have no idea what strategies and direction I need to approach to help me make decent returns