Showing 47 results of 47
Apr 25 2024
To retire is to enter the unknown. Rick Fine has demystified one aspect of retirement: Medicare. As the director of financial planning for an advisory and investment firm, he has put together a list o...
crr.bc.edu
Apr 24 2024
The new rules apply to IRA beneficiaries who received an inheritance in 2020 or later. Tax planning can help minimize the taxes you owe on your inheritance....
forbes.com
Apr 23 2024
Whether you’ve lost your job or plan on changing jobs in the near future, there are common 401(k) rollover mistakes you need to be aware of. Ignore these, and a rollover could take a chunk out o...
401kmaneuver.com
Apr 19 2024
In a refreshingly candid reflection, the Prudent Plastic Surgeon discusses his financial journey, highlighting both the missteps and the incremental ... Read more...
physicianonfire.com
Apr 17 2024
Don’t Forget Tax Day Today is April 15th, Tax Day! It is one of the few times each year when everyone collectively thinks about their personal finances. If you owed a significant amount this yea...
andrenader.substack.com
Apr 12 2024
It is highly likely that you have considered saving (or converting existing savings) into a Roth IRA or 401k. Someone, a friend, family member, advisor, your bank, or colleague may have recommended it...
newretirement.com
Apr 12 2024
Retirement income planning can create the foundation for a successful retirement. In this episode we discuss a few critical mistakes to avoid and strategies designed to help create long term retiremen...
retirementroadmappodcast.podbean.com
Apr 10 2024
Ron Surz explains how pooled plans can cut down on costs and administrative burdens for…...
401kspecialistmag.com
Apr 07 2024
Just because wealthier people have a lot of money doesn’t mean they don’t make mistakes. Here are five common ones that this financial adviser sees....
kiplinger.com
Mar 12 2024
Medicare misinformation is widespread. And, if that information turns out to be wrong, the repercussions can be serious....
forbes.com
Feb 25 2024
Managing finances and money matters as a couple can be challenging. In fact, dealing with money effectively is a factor ... Read more...
physicianonfire.com
Feb 14 2024
Ever dreamed about retiring to a sunny beach or quaint village in another country? How about living a life of luxury for less than $3,000 per month? In today's episode, we're debunking common myths an...
sites.libsyn.com
Feb 07 2024
The 4% rule helps us understand how much we can safely take out of our portfolio each year without running out of money in retirement. Yet, as simple as the 4 percent rule seems, the practical implica...
buzzsprout.com
Jan 24 2024
Sound retirement planning advice is incredibly valuable, but some of the things we might consider “conventional wisdom” in retirement planning are actually mistakes. Listen to this episode...
keilfp.com
Jan 16 2024
I’ve been investing for many years now. I’ve invested in the stock, real estate, and cryptocurrencies. I’ve also worked as ... Read more...
physicianonfire.com
Dec 18 2023
In today's encore episode, we're talking about how to avoid the six most common Social Security mistakes. Some of these mistakes can be easily corrected. However, others can result in long-term or eve...
sites.libsyn.com
Dec 13 2023
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Improve Your Relationship With Yo...
keilfp.com
Dec 12 2023
“Don’t hire a financial advisor, it’s expensive” I see posts like this all the time But… what if the mistakes you make are way, way more costly than the advisor? Sure, I...
thomaskopelman.com
Dec 03 2023
Looking back on my life at age 64, I realize I have made many financial mistakes, as have many of ... Read more...
physicianonfire.com
Nov 27 2023
Reveals The Twelve Most Common Investment Mistakes That Separate You From Financial Security Key Ideas Discover how you can make more by risking less. Reveals the dangerous deception hiding behind his...
financialmentor.com
Nov 21 2023
Tax loss harvesting is a strategy that investors use to reduce their tax bill. However, there are many misconceptions about tax loss harvesting, including when it's valuable and how to do it ef...
buzzsprout.com
Nov 16 2023
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Google Podcasts” or read below for How to Secure the Right Path to Your Reti...
keilfp.com
Nov 13 2023
On your journey to reach your ideal retirement stock options can be a valuable tool to have in your arsenal. However, it’s easy to make mistakes with them since it’s not like there’s...
financialsymmetry.libsyn.com
Nov 08 2023
85 year old man lost $200K to romance scammers. He thinks he's fine, but he's impaired. What his kids did to protect him from repeating the mistakes about money....
forbes.com
Oct 31 2023
There’s a misconception that exploring the world on your own, whether as a tourist or expat, is uncommon for older single women. Here's why that isn't the case....
forbes.com
Oct 27 2023
Have you ever said “If I'd only know . . . I would have never done that!” If so, don't beat yourself up too much because you sometimes simply don't know what you don't know. On this episod...
retirementroadmappodcast.podbean.com
Oct 17 2023
All of us can do better when it comes to personal finance. Here are some relatively easy fixes for 21 common retirement mistakes that are probably hurting your lifestyle now and will have a negative i...
newretirement.com
Oct 11 2023
There is no shortcoming of bad tax advice on social media. It feels like everyday I see a new post, video, etc. with some fragmented piece of tax advice that is so far away from how it works in the re...
thomaskopelman.com
Mar 21 2023
A Health Care Proxy is a critical legal and estate planning document that everyone should prepare and sign. But you also need to take additional practical steps to facilitate its use....
forbes.com
Mar 16 2023
During the estate administration process, it is easy to see where the decedent veered off course. Often the fix was inexpensive and could have saved their heirs lots of money in legal fees....
forbes.com
Mar 13 2023
In this article, we take a look at the 15 biggest retirement mistakes you will regret forever. For more such retirement mistakes, go to 5 Biggest Retirement Mistakes You Will Regret Forever. Retiremen...
yahoo.com
Feb 22 2023
With Medicare, what you think you know can hurt you....
forbes.com
Feb 21 2023
Should you work with an attorney to write your will, or can you do it yourself? That depends on a number of things, including where you live....
kiplinger.com
Feb 17 2023
There is a lot of advice out there, and a lot of it is wrong. Financial myths abound everywhere – ... Read more...
physicianonfire.com
Jan 28 2023
January 28, 2023– Myths, misunderstandings, and just plain faulty thinking occur in retirement, just like they do in every other phase of life. But unlike earlier stages in our careers, where th...
topretirements.com
Jan 28 2023
How much money have you saved in your IRA and 401K? Making contributions to one of these tax-deferred retirement accounts is the easy part. But withdrawing this money in retirement gets complicated. T...
bossretirement.com
Jan 13 2023
Did you forget to take your RMD? You can beg forgiveness…but maybe not for much longer....
barrons.com
Jan 10 2023
January 11, 2022 — Millions of American retirees follow the example of their avian friends – they head south as snowbirds when winter temperatures cool. Not all of them fly of course, abou...
topretirements.com
Jan 10 2023
January 11, 2022 — Millions of American retirees follow the example of their avian friends – they head south to snowbird when winter temperatures cool. Not all of them fly of course, about...
topretirements.com
Dec 23 2022
By Dr. James M. Dahle, WCI Founder I receive numerous emails every year, probably at least once a month, from new attending physicians asking for help with a mistake they have made. It occurs...
whitecoatinvestor.com
Dec 18 2022
Anybody can file for social security. But it takes special know-how… to get the most out of your benefits! Don’t miss a special edition of Retirement Solutions Radio Show, “5 Co...
bossretirement.com
Dec 17 2022
The first rule of financial independence is to not lose money. If you lose lots of money, you are ultimately losing valuable time. Losing time is the biggest financial mistake you can make because tim...
financialsamurai.com
Dec 15 2022
Do you and your partner bicker about money? According to a survey from Money magazine, arguments about financial matters are the leading cause of friction between spouses. Of the couples surveyed, 70%...
retireby40.org
Dec 15 2022
We all make mistakes in planning for our golden years. But which are the worst, which are the most common, and which ones do we all need to watch out for?...
marketwatch.com
Oct 04 2022
Don’t expect to spend less in retirement, time is money, and you will have more time....
seekingalpha.com
Nov 16 2021
The most common retirement planning mistakes that people make begin well before retirement. Learn what they are and positive steps you can take to avoid them....
personalcapital.com
Sep 30 2020
What are the 6 most common retirement mistakes? Why do 43% of retirees have regrets, and what can we learn from them?...
theretirementmanifesto.com
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There are several common mistakes that people make when planning for retirement:
Not starting to save early enough: It is important to start saving for retirement as early as possible, as this allows more time for compound interest to work in your favor.
Not saving enough: Many people do not save enough for retirement, which can lead to financial strain later on. It is important to set aside a sufficient amount of money for retirement in order to maintain your desired lifestyle.
Not diversifying investments: Diversifying your investments can help to manage risk and increase the chances of earning a positive return. Failing to diversify can leave you vulnerable to market fluctuations.
Not having a retirement plan: It is important to have a well-thought-out plan for your retirement, including how much money you need to save and how you will generate income during retirement.
Not considering healthcare costs: Healthcare costs can be a significant expense during retirement. It is important to consider how you will pay for healthcare and plan accordingly.
Not considering inflation: Inflation can erode the purchasing power of your savings over time. It is important to consider inflation when planning for retirement and to adjust your savings and spending accordingly.
Not keeping track of your retirement accounts: It is important to stay organized and keep track of your retirement accounts, including the type of accounts you have, their balances, and any fees associated with them.