Latest / TaylorMade Retirement with Taylor Demars, CFP®
At 60 With $1.5M? You're Beating The $5M Retirees
Taylor has seen retirees with $5 million feel broke and retirees with $1.5 million feel free. The difference isn't their portfolio — it's five planning pitfalls that smart savers make over and over.
In this episode, he walks through the 5 retirement pitfalls he sees every week as a Certified Financial Planner working with pre-retirees. If you're within 5 years of retirement and sitting on a solid nest egg, these are the blind spots that quietly decide whether the next 30 years feel abundant or anxious.
He also shares the bonus pitfall most advisors never mention- the one that has nothing to…
The skinny
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