In this episode, financial advisor Matt Jackson discusses critical financial red flags that retirees need to be aware of. He explores common missteps such as overspending, risky investments, and the importance of having a balanced investment strategy. Matt shares insights on how to identify scams targeting retirees and emphasizes the need for a trusted financial advisor to navigate retirement planning effectively.
Click here to schedule an appointment with Matt and the team or call 970-229-1616.
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How to Build a Steady Income Stream in Retirement
08:29

Introduction to Annuities and Treasury Yields
18:03

Common Mistakes in Retirement Income Planning
15:04