Most individuals & families spend more time planning their vacations than planning their retirement. Even with guidance from an advisor, the mistakes that are made have a significant impact your ability to accomplish your dreams.
Based on our book, Dare to Dream: Design the Retirement You Can't ...
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Most individuals & families spend more time planning their vacations than planning their retirement. Even with guidance from an advisor, the mistakes that are made have a significant impact your ability to accomplish your dreams.
Based on our book, Dare to Dream: Design the Retirement You Can't Wait to Wake Up To- we cover 10 costly retirement mistakes people (and their advisors) make that are avoidable. Here are the top 4:
1. Focusing only on the numbers instead of on what would make retirement fulfilling for them
2. Chasing returns on investments that aren’t related to their goals.
3. Paying too much tax on your assets
4. Focusing only on accumulation of wealth and not planning for the optimum distribution of
wealth in retirement
If you are concerned that you are at risk for some of these mistakes that could have an impact on your retirement dreams, I invite you to have a conversation. Whether or not you are currently working with an advisor, I am confident a call with myself or a Sweet Financial team member will offer insights that can help you reach your dreams. My email is Bryan@SweetFinancial.com or call 800.658.2507.
For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
Elite Wealth Advisor Symposium (“EWAS”) is an event that is hosted by Bryan Sweet and Randy Carver to help a select few elite professionals grow their practice. Bryan Sweet is a Managing Member of Sweet Financial Partners, LLC (“SFP”), an SEC registered investment adviser. The EWAS conference is not affiliated or sponsored by SFP nor should any content in this conference be associated with SFP in any way.
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