Money & Stuff

7 Biggest Retirement Mistakes to Avoid

June 06, 2024 Money & Stuff Episode 53
7 Biggest Retirement Mistakes to Avoid
Money & Stuff
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Money & Stuff
7 Biggest Retirement Mistakes to Avoid
Jun 06, 2024 Episode 53
Money & Stuff

Sam Rodriguez CFP®  & Conor Shepard are back with another great topic! In this episode, they go through 7 of the biggest mistakes people make when it comes to their retirement and what you can do to avoid them. They discuss:

  • The importance of having a plan for your retirement and the ramifications of retiring without any plan
  • The dangers of prioritizing saving for your child's college over saving for your retirement 
  • The risks you face when retiring with too much debt and the impact it can have on your overall retirement potential

Watch Here: https://youtu.be/Lj-W8lmxrMA

Want to talk to an advisor about something you heard in this episode?
Reach out to us: www.foundationwealthpartners.com/contact

Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:

cshepard@foundationwealthpartners.com


FINRA/SIPC Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. 

To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision

Show Notes

Sam Rodriguez CFP®  & Conor Shepard are back with another great topic! In this episode, they go through 7 of the biggest mistakes people make when it comes to their retirement and what you can do to avoid them. They discuss:

  • The importance of having a plan for your retirement and the ramifications of retiring without any plan
  • The dangers of prioritizing saving for your child's college over saving for your retirement 
  • The risks you face when retiring with too much debt and the impact it can have on your overall retirement potential

Watch Here: https://youtu.be/Lj-W8lmxrMA

Want to talk to an advisor about something you heard in this episode?
Reach out to us: www.foundationwealthpartners.com/contact

Interested in hearing Sam & Conor talk about specific money or stuff topics, or want to be on the show? Send Conor an Email Today:

cshepard@foundationwealthpartners.com


FINRA/SIPC Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council and registered investment advisor. Foundation Wealth Partners and Advisor Resource Council are separate entities. The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. 

To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision