Podcast Episode 302: Classic Pre-Retiree Mistakes

<p class="Body" style="margin-bottom: 0in;"><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-fareast-font-family: Arial;"> Different stages of life bring different challenges, and people nearing retirement often make some of the same mistakes with their money time and time again. As a pre-retiree, it's important to understand that your financial plan needs to be tailored around the goals you have for retirement. Let’s take a look at some of the classic mistakes we see people make.</span></p> <p class="Body" style="margin-bottom: 0in;"> </p> <p class="Body" style="margin-bottom: 0in;"><strong><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> Here are some of the things we discuss in this episode:</span></strong></p> <p class="Body" style="margin-bottom: 0in;"><strong><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> 1:05</span></strong> <span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> – How is our financial life like a closet?</span></p> <p class="Body" style="margin-bottom: 0in;"><strong><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> 2:56</span></strong> <span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> – What are the first steps you can take to start getting organized?</span></p> <p class="Body" style="margin-bottom: 0in;"><strong><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> 5:56</span></strong> <span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> – Money Map retirement review details</span></p> <p class="Body" style="margin-bottom: 0in;"><strong><span style= "font-size: 12.0pt; line-height: 107%; fo