Feb 13 2025 14 mins
Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. In today’s episode, Frank discusses 5 common financial blunders to avoid during this pivotal decade.
Here’s what we discuss in this episode:
0:00 – Intro
0:55 – Ignoring retirement planning
3:10 – Failing to utilize tax benefits
5:26 – Failing to protect your assets
7:06 – Taking Social Security benefits without a plan
9:50 – Over or under-reliance on fixed income
It’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time