You Made It to Retirement… Now Don't Screw It Up!
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You Made It to Retirement… Now Don't Screw It Up!
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About this listen
You've worked for decades, saved diligently, and finally reached retirement, now comes the hard part: not screwing it up. Craig and Jennifer share the most common post-retirement mistakes people make and explain why having a solid, flexible plan is far more important than a collection of accounts or hot stock tips. Once you've already won the race, don't jump back in.
Here's some of what we discuss in this episode:
🏗️ Build a Strong Foundation: secure income before chasing returns
💡 New Opportunities: evaluating investments with clarity, not emotion
🧩 Comprehensive Planning: coordinating taxes, income, and estate goals
🔁 Adapting to Change: adjusting your plan as life evolves
💰 Tax Strategies: keeping more of what you've earned
Contact Maestro Wealth:
Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/
Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin
Phone: 336-448-1086