Top 4 Retirement Mistakes to Avoid for a Stress-Free Retirement
Top 4 Retirement Mistakes to Avoid for a Stress-Free Retirement
SCHEDULE A CALL: https://bocaretirement.com/contact-us/
Hunter Brockway of Boca Retirement Strategies discusses the four most common mistakes retirees make: overpaying in taxes, neglecting to establish beneficiaries or an estate plan, improper handling of 401k rollovers, and overconfidence in personal financial planning. He offers solutions and invites viewers to get a free, personalized tax-smart retirement plan.
00:00 Introduction to Retirement Mistakes 00:14 Mistake #1: Overpaying in Taxes 00:38 Mistake #2: Incorrect Beneficiaries and Estate Planning 01:10 Mistake #3: Rollovers 01:52 Mistake #4: Overconfidence 02:28 Free Retirement Plan Offer
#retirement #personalfinance #money
More videos
Did the Bond Market Break the 60/40 Portfolio?
Did the traditional 60/40 portfolio stop working? After stocks and bonds struggled at the same time, many investors were left wondering whether diversification still offered the protection they exp…
Watch nowDoes Inflation Rise When You Retire? How to Protect Your Portfolio
Does inflation somehow rise when you retire? It can certainly feel that way when healthcare, housing, insurance, travel, and everyday expenses no longer seem to match the inflation rate in the head…
Watch nowAre You Better Paying Off Capital Gains Tax Now?
A large investment gain can make rebalancing feel too expensive. But avoiding capital gains tax today does not always lead to the best long-term outcome. In this video, Hunter Brockway with Boca Re…
Watch now

