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5 Financial Mistakes to Avoid in Your 60s

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Manage episode 467605002 series 2854350
Content provided by Trent Bradshaw. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trent Bradshaw or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. In today’s episode, Trent and Brandon discuss 5 common financial blunders to avoid during this pivotal decade.

They’ll break down the missteps that could derail your retirement plans, from claiming Social Security without a plan to failing to protect your assets as you move into retirement. They’ll also share practical strategies to help you stay on track and make informed financial decisions. Tune in to ensure you’re not making these 5 financial mistakes!

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

  • The impact of unnecessary spending on retirement plans
  • Overlooking healthcare costs and insurance planning
  • Failing to protect your assets as you move into retirement
  • Taking or delaying Social Security benefits without a plan
  • Omitting an estate plan

Contact:

Website: http://bradshawfp.com

Email: [email protected]

Call: 704-216-2260

  continue reading

90 episodes

Artwork
iconShare
 
Manage episode 467605002 series 2854350
Content provided by Trent Bradshaw. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Trent Bradshaw or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. In today’s episode, Trent and Brandon discuss 5 common financial blunders to avoid during this pivotal decade.

They’ll break down the missteps that could derail your retirement plans, from claiming Social Security without a plan to failing to protect your assets as you move into retirement. They’ll also share practical strategies to help you stay on track and make informed financial decisions. Tune in to ensure you’re not making these 5 financial mistakes!

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

  • The impact of unnecessary spending on retirement plans
  • Overlooking healthcare costs and insurance planning
  • Failing to protect your assets as you move into retirement
  • Taking or delaying Social Security benefits without a plan
  • Omitting an estate plan

Contact:

Website: http://bradshawfp.com

Email: [email protected]

Call: 704-216-2260

  continue reading

90 episodes

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