Episode 059:

The Top Ten Biggest Retirement Mistakes

What are the top ten biggest retirement mistakes possible? I’ll cover them in this episode. Whether you are 30, 40, 50, 60, or 70 avoiding these ten mistakes will dramatically improve your financial and retirement planning

Included in this episode:

  1. Using the outdated notion of more risk more reward
  2. Using a brand name, heavily advertised mutual fund sales organization or insurance company
  3. Making it about trust and about the relationship
  4. Limiting yourself to a local advisor
  5. Not knowing how to hold your advisor accountable and make sure they are doing what’s best for you.
  6. Trying to pay off your mortgage
    • I’ll do a whole week on mortgage planning in about 30 episodes from now
  7. Trying to avoid surrender penalties
  8. Looking for the perfect investment
  9. Nutritional plan
    • Tool Belt
    • Ignoring Taxes
  10. Trying to take income from investments that can go up or down

Important links:


Charlie, your host:

CharlieMedium“Charlie Jewett is an Author, Speaker, Podcast Host, Consumer Advocate, and Investment Advisor from San Diego, Ca.  Charlie has spent the last eleven years trying to change the way the industry professionals and consumers think about Retirement.  Charlie provides education materials that help people to create their own financial plans and offers services to protect consumers from the bad guys in the Financial Services Industry.”  


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