Description

In this show, I'll cover the top 7 mistakes I've seen in my 20+ years of experience working with people of retirement age. Based on some of the chapters of my book, "More Life Than Money - How Not To Outlive Your Savings", here's what we'll talk about: 

1. incorrect IRA conversions
2. missed required minimum distributions
3. not maximizing tax deductions 
4. being invested wrong for the current phase of life
5. choosing the wrong Social Security benefits strategy
6. not planning for Long Term Care
7. inadequate estate planning 

Listen in. 

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Show website:

https://www.providencefinancialpodcast.com

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