Discover the 7 most costly retirement planning mistakes that could derail your financial future. In this comprehensive guide, Brian, a fiduciary financial advisor with 25+ years of experience, breaks down the critical errors many make when planning for retirement.

Whether you're focusing on early retirement, wealth management, or building passive income streams, this video provides the financial education you need to avoid these costly pitfalls. Learn how proper financial planning, including strategies like Roth IRA optimization and dividend investing, can secure your retirement success.

Don't let these retirement mistakes cost you thousands – start building your path to financial freedom today! Perfect for anyone seeking financial literacy, retirement planning advice, or looking to achieve financial independence through smart investment strategies.

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https://www.momentouswealthadvisors.com/book

CHAPTERS:

00:00 Introduction: Avoid Costly Retirement Tax Mistakes

00:20 Mistake 1: Delaying IRA Distributions

02:22 Mistake 2: Poor Roth Conversion Timing

03:51 Mistake 3: Overlooking State Taxes

04:49 Mistake 4: The Social Security Tax Trap

06:17 Mistake 5: Medicare IRMA Penalties

07:12 Mistake 6: Heirs' Tax Situations

08:13 Mistake 7: Lack of Tax Diversification

09:46 Conclusion: Fixing the Mistakes

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WEALTH DECISIONS PLAYLISTS:

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Brian D Muller(AAMS©), Founder, Wealth Advisor

Podcast Disclaimer

The Wealth Decisions Podcast is provided solely for general information purposes and should not be construed as accounting, legal, tax, or any other professional advice. Visitors are advised not to act upon the information or content found here without first seeking appropriate guidance from a qualified accountant, financial planner, lawyer, or other relevant professional. Any hypothetical performance is just that, and there is no guarantee that you will receive a specific average rate of return in any examples in this podcast.

THE BASICS OF RETIREMENT PLANNING

Retirement planning has several steps, with the end goal of having enough money to quit working and live your version of a richer life. My goal is to help people make better wealth decisions along their financial journey so they can retire and stay comfortably retired