9 Retirement Planning Mistakes and How to Avoid Them
The Retirement Risk Zone is a transitional period where you will shift from a lifetime of accumulating, to beginning to plan how you will draw down and/or preserve the assets you have accumulated. The Retirement Risk Zone is characterized by decisions about how to claim social security, what distribution strategy you should use, whether or how to adjust investment allocations, how to plan for legacy, etc. Incorrect decisions during this period of time can be catastrophic.

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Eric Amzalag, CFP®, RICP®

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Disclaimer: Please consult with your own tax, legal and financial advisors for personalized advice.

00:00 Introduction
01:11 Retirement Mistake #1: Not tracking expenses
02:42 The Retirement Income Formula
03:19 Retirement Mistake #2: Not Having a Tax Plan
04:57 Retirement Mistake #3: Claiming Social Security "Just Because You Can"
06:41 Retirement Mistake #4: Not consolidating old employer retirement accounts or IRAs
07:55 Retirement Mistake #5: Not starting a financial plan early enough
09:00 Retirement Mistake #6: Having undocumented financial wishes
10:19 Retirement Mistake #7: Not tracking the right financial health metrics
11:34 Retirement Mistake #8: Obtaining financial advice off the internet
13:05 Retirement Mistake #9: Not working with a fee only fiduciary financial planning firm
13:33 How we can help

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