Discover the 15 common retirement mistakes and learn how to help your clients secure their financial stability in retirement. Gain insights on maximizing retirement funds and making informed decisions regarding Social Security, Medicare, and unexpected expenses.
Retirees are running out of money at an alarming rate. Much of this dilemma is caused by mistakes retirees make in their early retirement years without understanding the long-term financial impact of those decisions.
In this course, you will learn the top 15 mistakes retirees make that impact their financial stability in retirement and what can be done to avoid them. Nobody wants to start retirement with enough money and then run out of money during retirement due to poor decisions.
Learning Objectives:
- Define why so many retirees are running out of money in retirement.
- Identify some of the strategies to maximize money in retirement.
- Recall how good decisions with Social Security and Medicare can improve retirement.
- Determine the impact of shock and aspirational expenses on retirement.
This Course Counts for 1 Hour of Federal Tax Law for IRS Continuing Education.
About Dave Hall
Dave Hall graduated from Southern Utah University in 1994 with his master’s in accounting. Over the last 25 years, Dave has helped thousands of Americans limit their exposure to federal, state, and local taxes. He has done this using little-known tax and investment strategies many other advisors overlook. He is a CPA, public speaker, webinar presenter, podcaster, and retirement risk advisor.
He is the founder of Retirement Risk Advisors, which was founded in 2019 to meet the ever-increasing need for risk-based retirement education.
Specialties: Strategic business consulting, public speaking, professional relationship management, retirement planning, income tax preparation and tax consulting
