Invest Like A Genius and Avoid These Mistakes

How Money Works

When it comes to investing for your retirement, there are some simple mistakes to avoid that can help make you look like a true financial wizard. The benefit of working with a financial advisor is tapping into the experience they have to identify those missteps before they happen. Let’s talk about what it takes to navigate the complexities of financial planning and set yourself up for long-term success.

From the pitfalls of premature IRA withdrawals to the importance of maximizing employer matches and health savings accounts, this episode is packed with actionable advice. Learn how to avoid common mistakes like spending too much during your peak earning years and retiring too early. Plus, discover smarter ways to approach college tuition and the benefits of Roth IRAs.

Join Craig and Jennifer as they break down these financial choices and explain what they could mean for you.

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

• Why you should avoid withdrawing from an IRA early.
• The risks with overspending in your peak earning years.
• The changing approaches to college funding.
• The problems with retiring too early.
• Why Roths could be appealing.

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Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin