Common Retirement Planning Mistakes

How Money Works

There are a few common retirement planning mistakes that can happen and set you back as you work to get to and through retirement. With more than 30 years of experience, Craig and Jennifer Moser have seen it all, and in this episode, offer up their best advice to avoid some common retirement planning mistakes.

For example, as you approach your retirement years, there needs to be a shift from merely chasing high returns to ensuring you have a steady income. You also want to consider strategies to limit your tax liability. What about when you should start taking your Social Security benefits?

There are a lot of questions and common mistakes that can come with retirement planning, and it’s always helpful to have an experienced and qualified advisor on your side. Tune in to this episode of How Money Works for practical tips to ensure your retirement plan stays on track!

Here’s some of what we discuss in this episode:

• Some of the unknowns of retirement planning.
• Limiting your tax liability.
• When to start taking Social Security benefits.
• Focusing on returns versus focusing on income.
• Making sure that you are getting advice from the right places.

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