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Don't Make These 12 Common Retirement Planning Mistakes!

Now playingBoca Retirement · YouTube
May 9, 2024

Don't Make These 12 Common Retirement Planning Mistakes!

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Hunter Brockway, founder of Boca Retirement Strategies, outlines twelve common mistakes people make in retirement planning. These mistakes include relying too much on the sale of a business for retirement funds, failing to account for taxes and inflation, improper planning for long-term care, and poor strategies for drawing down assets or claiming social security.

Brockway emphasizes the importance of a well-rounded financial plan that allows for enjoyable retirement spending without the risk of running out of money. He offers solutions like the guardrails and buckets approach for income planning and estate planning advice.

Additionally, Brockway introduces Retirementality, a mastermind group for retirees. The script also encourages viewers to subscribe to their YouTube channel for more insights and offers personal financial planning sessions.

00:00 Introduction to Retirement Planning Mistakes 00:29 Common Mistakes in Retirement Planning 05:16 Taking Action and Planning Ahead 05:28 Personalized Financial Planning Offer 06:01 Introducing the Retirementality Mastermind Group

#money #moneymindset #retirement #retirementplanning #retirementadvice #personalfinance

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