Apr 28, 2023

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.

Here are some of the things we discuss in this episode:

1:05 – How is our financial life like a closet?

2:56 – What are the first steps you can take to start getting organized?

5:56 – Money Map retirement review details

7:34 – On the Case with Heath: When refinancing doesn’t make sense

12:49 – Still investing like you were 20 years ago

14:20 – Starting Social Security without a strategy

16:45 – Mythbusting with Matt: Financial planning is much easier today  

20:48 – Mailbag question on managing an old 401(k)

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