Episode 77: 3 Worst Financial Decisions You Can Make Near Retirement

Wondering what’s most important as you near retirement? How about, what’s the worst course of action you can be taking? Find out the top three worst financial decisions you can make as you enter into retirement.

 

Read more and get additional financial resources here: https://coveryourassetskc.com/episode-77-3-worst-financial-decisions-you-can-make-near-retirement/ 

 

Today's show schedule: 

1:56 - What are some of the worst decisions you can make as you approach retirement?

3:05 - Bad Decision #1: Entering retirement with too much debt.

5:40 - Bad Decision #2: Not having a strategy for claiming Social Security.

9:55 - Bad Decision #3: Not understanding the tax consequences on your retirement accounts.

12:46 - What is the estimate of where tax rates are going to go?

14:41 - What’s the solution to the potential tax later?

19:14 - What’s the current status at KC Financial Advisors and how are they conducting business?