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4 Financial Risks in Retirement – Ep134

The 4 Biggest Financial Risks in Retirement

by: Annette Bau, CFP®

One of the most essential steps to creating a secure retirement you love entails mitigating financial risks.

Today, we delve into four risks pre-retirees and retirees continue to face.

If you want to better prepare for risks that can derail even the best plans, you’ll want to listen to this episode.

Wealth Inside and Out® Podcast: “4 Financial Risks in Retirement”

In this episode, you will learn:Estate Planning Checklist
>> (3:24) Why people overspend
>> (12:13) How to avoid market volatility
>> (13:05) The #1 reason people file bankruptcy
>> (15:33) Solutions to the risk of long-term care in retirement
>> (16:35) A common estate planning mistake people make

Conclusion – “4 Financial Risks in Retirement”

Creating a plan that includes mitigating financial risks can profoundly impact your future.

Today, we explore four of the most pressing financial and retirement challenges that many people face.

Thanks for joining me today.

If you found this episode helpful, please subscribe and share it with someone who could benefit from it. Stay informed, stay empowered, and stay one step ahead.

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TheMillionaireInsider.com® copyrights all materials and intellectual property.

This information is for educational purposes only. It is not intended to replace the advice of any advisor or specialist, nor to provide investment, financial, tax, retirement, planning, or healthcare advice.

Always consult with a qualified professional before making any financial decisions or changes.

To your financially secure life,

Annette

Links Mentioned In This Episode

  • The Estate Plan Checklist
  • Episode 72: What Does Long-Term Care Insurance Cover?
  • Hybrid Long Term Care Insurance
  • Episode 3: The Worth Barometer
  • Is $1 Million Enough to Retire?
  • The Financial Freedom Formula Guide
  • Free Financial Checkup
  • Support Request
  • Follow and Leave a Review
  • ERS Disclosure

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About Annette Bau, CFP®

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Estate & Retirement Strategies, LLC (“ERS”) is a state-registered investment advisor located in Arizona and conducts business where properly licensed.  Registration does not imply endorsement by securities regulators. ERS is not engaged in the practice of law or accounting.

ERS provides comprehensive financial planning, insurance, and investment management services. Investing involves risk and is not guaranteed. Before investing, you should consult a qualified financial advisor. ERS is affiliated with The Millionaire Insider®, an organization that provides general information, courses, and publications on topics related to personal financial planning and other lifestyle and mindset topics, including information from third-party sources. Information provided is for educational purposes only and is not an offer or solicitation for the sale or purchase of any security or investment advisory services.

 

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