The internet is full of financial advice. Some is good, some is great, and some downright dangerous. After nearly 17 years as a financial advisor, I’ve heard it all. In this episode, I’m calling out the bad advice for retirees and pre-retirees that still gets passed around today in hopes that you will plan better for retirement!
I hope you enjoy it.
-Kevin
Takeaways:
- The internet is full of financial advice, but not all is good.
- Many retirees struggle with the concept of productivity in retirement.
- Not all financial advice is created equal; some is driven by agendas.
- Paying off a mortgage can provide peace of mind, even if it seems financially disadvantageous.
- Social security strategies should be flexible and personalized.
- Roth accounts can be beneficial, especially during the Roth Conversion Window.
- Financial planning should consider both quantitative and qualitative factors.
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This is for general education purposes only and should not be considered as tax, legal or investment advice.
