The Balance Your Wealth panel is BACK, and we are here to talk about common pitfalls that can derail your retirement plans. From being overly conservative with your savings to the timing of Social Security benefits, this episode is packed with insights to help you retire smart, not scared.
Key Takeaways:
- The dangers of being too conservative with retirement savings.
- The impact of taking Social Security too early.
- The importance of having a solid financial team and plan.
- How tax diversification can enhance retirement flexibility.
- Avoiding the trap of high-commission financial products.
#RetirementPlanning #FinancialAdvice #WealthManagement
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📺 Watch now and take control of your second half:
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Also, don’t forget to leave a comment with your mid-year financial goals
#Finance #WealthManagement #Investing #TaxPlanning #BalanceYourWealth
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This material is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, or other professional advice. Information and data contained herein is as-of the date of publication, and may be subject to change in the future without notice. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained herein should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. You are highly encouraged to consult with professionals of your choosing before taking any action based on this material.