The Biggest Financial Mistakes Retirees Make

Paul talks to retirees about the handful of decisions you can make that can either benefit you and your heirs or cost you millions. He covers:
· Ways to make or lose .5%
· The best combination of equity asset classes
· Fixed and flexible distribution strategies
· How to best analyze recommended strategies
· And other major decisions and topics, like: When to take Social Security? How much and when to spend savings? Spending taxable vs tax deferred vs. tax free? When to pass risk to others? When to get professional help? Elder abuse, and more. This presentation was part of Financial Literacy Month 2022, co-sponsored by the Bainbridge Community Foundation and The Merriman Financial Education Foundation.

Links: Slides show: https://paulmerriman.com/wp-content/u... Bainbridge Community Foundation: https://bainbridgecf.org/ Paul’s Website: https://paulmerriman.com/ Paul’s YouTube Channel:    / paulmerrimansoundinvesting  
Get your free copy of We’re Talking Millions! 12 Ways to Supercharge Your Retirement: In 2020, Paul’s presentation, “My Favorite 12 Vanguard Funds for Retirees,” became one of the most-watched on his YouTube channel.    • My Favorite 12 Vanguard Funds For Ret...  

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This information is intended to be used and must be used for information purposes only.

We are not investment or tax advisors, and this should not be considered advice. It is very important to do your own analysis before making any investment or employing any tax strategy. You should consider your own personal circumstances and speak with professional advisors before making any investment.

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We’re Talking Millions — 12 Simple Ways To Supercharge Your Retirement
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