5 Retirement Investing Mistakes to Avoid

A financially secure and happy retirement doesn't just happen; it takes planning and some modifications as you get older. In this video, @Josh with @MillardFinancial and @erinkennedy walk through some mistakes:

1. Not Having a Plan

2. Forgetting about Inflation

3. Not Creating any Tax-Free Income 

4. Investing too Conservatively

5. Taking on too much Risk as You near Retirement

If you'd like to speak with a fiduciary advisor about creating a financial plan that is uniquely tailored to your financial goals, please give Josh a call at 260.488.8300 or set up a complimentary consultation on our website

#Retirement #WealthManagement #RetirermentMistakes #Investing

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