April Fool’s Day is all about jokes and pranks, but when it comes to retirement planning, getting fooled can cost you real money. Today, we’re uncovering the beliefs that can fool retirees and pre-retirees into making bad financial moves. We’ll cover some of the most common myths that can damage your retirement plans and explain why they might not make much sense for you.
Is Social Security at risk of running out of money, and should you claim benefits as soon as possible? Is the 4% rule the best strategy for withdrawing from your retirement savings? Don’t let financial myths fool you- tune in to see what you can learn today!
Here’s what we discuss in this episode:
0:00 – Intro
2:11 – The danger of “guaranteed high returns”
4:06 – Claiming Social Security ASAP
5:43 – Set it and forget it retirement plans
7:01 – The 4% rule
8:44 – The fear of spending
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A huge thank you to everyone who joined us! We’re so grateful for our amazing clients and the joy you bring to every gathering.
What a wonderful day together! We had so much fun celebrating with such an incredible group of clients.
We’re so thankful for each of you who came out! These events are always more special because of the laughter and memories we share.
Thank you for making this day so memorable! We had a blast and hope you did too.
It’s always a pleasure connecting outside the office. Thank you for making this such a fun and memorable event!
What a fantastic event with even better company! We’re so grateful for each of you who joined us.
We loved seeing so many friendly faces! Your presence made this day extra special.
We had such a wonderful time together! Thank you for making the day full of laughter and great memories.
What is a Roth IRA conversion? A Roth IRA conversion is the process of moving IRA or employer plan assets to a Roth IRA.
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