Top Regrets From Retirees: Complicated Assets and Investments

This week on the Retirement Quick Tips Podcast, I’m sharing with you some of the top regrets from retirees from surveys as well as from my own experience over the last 17 years working with clients. 

It’s good to own different investments in different places and you’re supposed to diversify into real estate - get a rental property or a vacation home, right? Well, one of the complaints I hear most often from 

And these complexities can be difficult to unwind and cause big tax bills when you don’t want them in retirement. 

So today, I’m talking about the regret of having too many complexities.