Latest / The Happiness in Retirement® Hour

Common Retiree Investment Mistakes That Can Sink Your Plan
In this episode of the Happiness in Retirement podcast, I delve into the critical mistakes that individuals often make when transitioning from the growth or accumulation phase of their financial lives to the enjoyment or distribution phase of retirement. As we approach the magical age of financial independence, it’s essential to shift our mindset and strategies regarding investments, and I highlight the common pitfalls that can jeopardize a secure retirement.
The first mistake I discuss is the tendency to become overly conservative with investments. Many retirees believe they should…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.