Money Mistakes You’ll Regret and How to Avoid Them


Episode Artwork
1.0x
0% played 00:00 00:00
Nov 15 2023 20 mins  

The retirement planning world is filled with plenty of advice and suggestions, but there are critical questions lurking in the shadows – the unasked, the overlooked. These are the questions that can help define the comfort and security of your retirement future. In this episode, we unearth and tackle these hidden, but essential questions about retirement.

Here are some of the items we discuss in today's show:

  • Pulling money out of your IRA early could mean penalties and taxes you weren’t prepared for.
  • The importance of increasing your savings when your income increases. It’s easy to fall victim to lifestyle creep.
  • How to avoid the regret of paying too much for tuition.
  • Retiring early is a goal for many people but leaving the work force too early can be costly.
  • Why many people wish they would have looked into Roth IRAs sooner.

Want to set up a meeting with us? Visit us here: http://talkwithjlp.com/

Get more financial education at http://myretirementclarity.com