Your Investment Partners With Paul & Garrett

Your Investment Partners With Paul & Garrett


#17 Ways Your Retirement Can Get Off Track

March 13, 2023

Ways Your Retirement Can Get Off Track


Today we are talking about ways your retirement can get off track. We discuss common mistakes that we've seen, and ways you may be able to avoid them. We also talk about questions you should be asking yourself through various financial stages.


Here are a few topics we will cover:


  • 4 Common ways retirement can fall short
  • Work-optional phase
  • Side work or part-time work
  • Long-term savings
  • Starting early and being consistent
  • Earnings increases taxes
  • Having multiple tax buckets to draw from
  • What's good now but what's best for the future
  • Keeping your options open as much as you can for as long as you can




Thanks for tuning in. Questions about today's episode let us know.


https://ascendinvestment.com/

(801) 476 - 1200