Biggest Retirement Regrets (and how to avoid them!)

According to a recent report from Consumer Affairs, 60% of seniors have regrets about how they prepared (or didn't) for retirement. In this video, Josh with Millard Financial Group and Erin Kennedy break down those top regrets, including:

  • 63% wished they had planned their investments to provide automatic income. 

  • 85% wished they had built their portfolios to deal with the unexpected, including inflation and market volatility. 

  • Another regret: not considering tax implications.

It's not too late to prepare for a happy retirement! If you'd like to talk with Josh about how to avoid these mistakes and how to create sustainable income in retirement, reach out by calling 260.488.8300

#WealthManagement #Retirement #RetirementRegrets 

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