The internet is full of financial advice. Some is good, some is great, and some downright dangerous. After nearly 17 years as a financial advisor, I’ve heard it all. In this episode, I’m calling out the bad advice for retirees and pre-retirees that still gets passed around today in hopes that you will plan better for retirement!

I hope you enjoy it.

-Kevin

Takeaways:

The internet is full of financial advice, but not all is good.
Many retirees struggle with the concept of productivity in retirement.
Not all financial advice is created equal; some is driven by agendas.
Paying off a mortgage can provide peace of mind, even if it seems financially disadvantageous.
Social security strategies should be flexible and personalized.
Roth accounts can be beneficial, especially during the Roth Conversion Window.
Financial planning should consider both quantitative and qualitative factors.

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This is for general education purposes only and should not be considered as tax, legal or investment advice.