In this episode of Money Matters USA, Fred Saide discusses common mistakes retirees make in their financial planning and how to avoid them. He emphasizes the importance of understanding the two stages of money: accumulation and de-accumulation. Saide highlights the significance of goal setting, tax strategies, and withdrawal strategies, as well as the behavioral mistakes that can lead to financial pitfalls. He also addresses longevity risk and the growing popularity of income annuities as a solution for ensuring a stable income during retirement.
Reach Fred at 800-593-8188.

When Can I Retire?
30:13

Mastering Retirement Timing
34:22

Turn Retirement Savings Into Real Strategy
34:35