Man smiling in front of microphoneplay

Retirement Regret: Avoid These Planning Blunders | Guiding You Forward

9 MONTHS AGO

Ready to get your retirement planning started? In this podcast episode, we dig into mistakes to avoid.

Retirement planning can be overwhelming! There is so much to consider, it’s easy to forget something. Mountain America Investment Services sent in retirement professionals Stewart Campbell, Jared Haslam and Spencer Orme to talk about some of the mistakes people make when planning for their golden years.

Watch the video and learn:

  • How to plan for future inflation.

  • Why real estate expenses are often overlooked.

  • How to better plan for the right age to retire.

No one likes to make mistakes. They take time and effort to correct and, often, they can cost us money. One of the most common mistakes people make when planning for retirement is not taking future inflation into account. Our professional panel explains how to make sure your financial planning is equipped to withstand what may be coming down the road.

Real estate is one of the largest expenses associated with retirement. However, many people aren’t prepared for these costs. Watch the full video above to make sure you’re ready for any real estate expenditures you may need in the future.

No matter how sure you are that you will retire at a specific age, you just can’t be 100% sure—because life happens! Our podcast guests offer insight into avoiding the mistake of assuming you’ll retire exactly when expected.

Retirement planning is all about figuring out what you want that time in your life to look like. Do you want to travel? Or stick closer to home and family? Maybe you want to pursue hobbies and other interests. Whatever you want to do, meeting with a wealth advisor can help shed light on the steps you need to take to get you there.

SHARE THIS ARTICLE
mountain america small
mountain america