Are you making one of the 10 near-retirement mistakes we discuss in this video? If you identify issues early enough, they can be easily fixed! You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.

Timestamps:
0:00 Are you retiring in the next few years?
0:12 Mistake #1 - Not Testing Retirement
1:47 Mistake #2 - Too Much Wealth in One Account
3:28 Mistake #3 - Mis-planning for Liquidity
4:53 Mistake #4 - Too Aggressive = Big Losses Early
6:28 Mistake #5 - Misvaluing Health Insurance Costs
7:55 Mistake #6 - Lower Tax Rates in Retirement
9:43 Mistake #7 - Personal Experience Driving Your Plan
12:22 Mistake #8 - Following Friend's, Family's, Colleague's Advice
13:51 Mistake #9 - Cookie Cutter Advice = Underperformance
15:24 Mistake #10 - Drifting Aimlessly into Retirement

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Always remember, "You Don't Need More Money; You Need a Better Plan"

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