Avoid These 5 Mistakes Before You Retire | Ep 79

1 year ago
7

Welcome back to our YouTube channel, where we provide valuable insights on financial planning and retirement. In today's episode, we're diving into the fascinating world of pre-retirement planning and the common mistakes to avoid. Stay tuned as we cover an array of crucial topics that will set you on the path to a worry-free retirement.
[0:00] Segment 1: What is the risk profile of a pre-retirement window?
[2:16] Segment 2: Maximizing Retirement Benefits - Looking at your company's retirement package
[4:20] Segment 3: Rolling over into an IRA - Pros and cons of rolling over a 401k
[7:07] Segment 4: Mastering the Pre-Retirement Budget and Taxes
[9:53] Segment 5: Stress Testing Your Portfolio - Preparing for a Secure Retirement
[12:41] Segment 6: Determining Your Risk Profile - Avoiding the Five Worst Mistakes
[15:08] Segment 7: Accurately Calculating Income in Retirement - Avoiding Pitfalls
[16:51] Segment 8: Carving High Debt into Your Retirement Plan - Managing Costs
Host: That wraps up today's episode on pre-retirement planning and the crucial steps you need to take for a worry-free retirement. We hope you found the insights and strategies shared here valuable. Don't forget to like this video, subscribe to our channel, and hit the notification bell to stay updated with our future episodes. If you have any questions or suggestions for future topics, please leave them in the comments section below. Thanks for watching, and we'll see you next time!

Podcast Mentions:
Free Download of A 10-Point Checklist for a Worry-Free Retirement: http://www.Retireready.live

FREE Download chapter one of the Financial Freedom Blueprint to learn how to stay ahead of the herd. Visit http://www.pathtorealwealth.com

Schedule a call and free portfolio review http://www.wealthnetinvestments.com

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Email Us! Is there a financial question or market problem you would like to hear Louis work through on The Market Call Show? Email us at hello@louisllanes.com and you may see it answered on a future episode!

When you are ready, here are some ways we can help YOU with your investing and financial planning:
1. Try the new RISK NUMBER SCORECARD
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2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity
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