5 Retirement Mistakes Retirees Regret Most

Описание: Retirement planning mistakes can cost you hundreds of thousands of dollars over your lifetime. In this video, we break down five critical retirement savings mistakes that even smart, successful savers make when transitioning from accumulation to distribution. From tax planning strategies like Roth conversions and withdrawal sequencing to creating a realistic retirement spending plan, these errors can undermine decades of hard work. We cover the retirement tax planning gap years before required minimum distributions begin, why healthcare costs before Medicare can derail an early retirement, and the emotional traps that keep people working longer than necessary. Whether you're five years from retirement or already making the transition, understanding these mistakes can help you build a tax efficient retirement strategy and create a fulfilling post-work life.
The biggest retirement regret I hear isn't about money. It's about time. Your healthiest retirement years are your early ones, and no amount of extra savings can buy those back.

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VIDEO TIMESTAMPS
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0:05 - Tax Planning
2:15 - No Spending Plan
4:27 - Retiring Away
5:48 - Waiting too Long
7:20 - Underestimating Healthcare Costs

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IMPORTANT DISCLOSURES
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Glow Financial Planning LLC is a Registered Investment Adviser in the state(s) of Florida. Advisory services are only offered to clients or prospective clients where Glow Financial Planning LLC and its representatives are properly registered or exempt from registration. This video is for informational purposes only and does not constitute individualized advice or a guarantee that you will achieve a desired result. You should consult with an appropriate tax, legal and/or financial advisor for advice specific to your situation. All expressions of opinion reflect the judgment of the host/interviewee on the date of the program and are subject to change.

All financial and personal information displayed represents hypothetical client scenarios for educational purposes and does not reflect any actual Glow Financial Planning LLC client data.

Jordan Drinkhouse is an investment adviser representative of Glow Financial Planning LLC. The firm is a registered investment adviser and only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.

The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. A professional adviser should be consulted before implementing any of the strategies discussed. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss.

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