Could these six retirement mistakes jeopardize a successful retirement? What steps can you take to avoid them?

In this eye-opening episode of Life Unlimited, host Larry Heller, CFP®, CDFA®, reveals six critical retirement mistakes that could threaten your financial security when it comes to planning for your retirement. These pitfalls are unfortunately common, but there are steps you can take to better prepare for these financial curveballs. 

Key Points Covered:

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• Understanding the importance of a written financial plan
  
• Recognizing the risks of overly optimistic investment assumptions
  
• Identifying the impact of not spending enough
  
• Exploring the dangers of blindly trusting financial advisors
  
• Learning the risks of generosity towards family
  
• Balancing and diversifying your investment portfolio
  
• And much more!
  

Resources:

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• From Planning to Investments: A Deep Dive Into Our Services (Ep. 154)
  
• Retirement Reality Check: Are You Spending Enough? (Ep.136)
  
• The Risk Factor: Unraveling Investment Pitfalls (Ep. 129)
  
• Investing with the Reservoir Strategy (Ep. 119)
  

Connect with Larry Heller: 

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• (631) 248-3600
  
• Schedule a 20-Minute Call
  
• Heller Wealth Management
  
• LinkedIn: Larry Heller, CFP®, CDFA®, CPA
  
• YouTube: Life Unlimited with Larry Heller, CFP®