Ep 47: Classic Pre-Retiree Mistakes to Avoid

As you get closer to retirement, you might be prone to make these mistakes. We’ll talk through the key areas to be aware of so you can make better decisions as you near retirement.  

 

Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-47-classic-pre-retiree-mistakes-to-avoid/ 

 

Watch the video podcast: https://www.youtube.com/watch?v=JfkNfw6YBc8 

 

Today's show schedule: 

0:18 - Phil and Marc talk summer heat and summer critters.

5:00 - We tend to make financial mistakes when we overreact.

6:35 - How should you invest as you near retirement?

8:59 - When should you start Social Security?

11:29 - Are you confusing tax planning with tax prep?

13:11 - Do you understand your potential healthcare needs?