What are the most important Do's & Don'ts of retirement planning? Join hosts Johnathan and Melissa Rankin as they discuss retirement planning topics that you will either want to make sure you are doing or make sure you are avoiding.
Retirement planning can be stressful and that is why it is equally important to know the things that you should do and the things that you shouldn't do. Avoiding retirement mistakes is a must. In this episode of The Retire Once Show, Johnathan and Melissa discuss topics ranging from starting retirement planning early, to avoiding getting sucked into large annuity purchases in down markets.
Head to Retireonceshow.com to submit a question or schedule a free retirement assessment.
- Johnathan Rankin CRPC® CEPA®, Founder & CEO,
- Melissa Rankin - Wealth Management Advisor
- Theorem Wealth Management, Financial Advisor Dallas, Texas
- Retire Once Show - 2022 Retirement Podcast Series
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CHAPTERS
0:00 - Introduction
2:28 - Do - Set Goals
4:38 - Don't - Wait to Start Planning
7:03 - Do - Be a Disciplined Investor
10:05 - Don't - Annuities in Down Markets
13:30 - Do - Eliminate Debt
15:04 - Don't - Stop Saving
16:43 - Do - Constantly Update and Stress Test Your Retirement Plan
18:55 - Don't - Think Retirement and Investing is a Steady Process
20:48 - Recap
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🎁 [ULTIMATE RETIREMENT TOOL KIT]
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Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
