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5 Financial Mistakes to Avoid in Your 60s

Author
Trent Bradshaw
Published
Thu 20 Feb 2025
Episode Link
https://bfpuniversity.libsyn.com/5-financial-mistakes-to-avoid-in-your-60s

Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. In today’s episode, Trent and Brandon discuss 5 common financial blunders to avoid during this pivotal decade.

They’ll break down the missteps that could derail your retirement plans, from claiming Social Security without a plan to failing to protect your assets as you move into retirement. They’ll also share practical strategies to help you stay on track and make informed financial decisions. Tune in to ensure you’re not making these 5 financial mistakes!

Here’s some of what we discuss in this episode:

  • The impact of unnecessary spending on retirement plans
  • Overlooking healthcare costs and insurance planning
  • Failing to protect your assets as you move into retirement
  • Taking or delaying Social Security benefits without a plan
  • Omitting an estate plan

Contact:

Website: http://bradshawfp.com 

Email: [email protected]

Call: 704-216-2260

 

 

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