The Biggest Financial Mistakes Retirees Make

Sound Investing · Aug 24, 2022 · 1h 8m

Paul talks to retirees about the handful of decisions you can make that can either benefit you and your heirs or cost you millions. He covers:

· Ways to make or lose .5%

· The best combination of equity asset classes

· Fixed and flexible distribution strategies

· How to best analyze recommended strategies

· And other major decisions and topics, like: When to take Social Security? How much and when to spend savings? Spending taxable vs tax deferred vs. tax free? When to pass risk to others? When to get professional help? Elder abuse, and more.

This presentation was part of Financial Literacy…