If you’re in your 50s and wondering how to retire within the next decade, this episode is for you. Tony and Derek pick up where last week’s discussion left off, revealing the final five tips to strengthen your financial plan and protect your retirement dreams. They dive deep into practical strategies—protecting against inflation, managing healthcare costs, optimizing insurance, stress-testing your plan, and building a retirement lifestyle that’s both realistic and rewarding. You’ll learn how ...
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If you’re in your 50s and wondering how to retire within the next decade, this episode is for you. Tony and Derek pick up where last week’s discussion left off, revealing the final five tips to strengthen your financial plan and protect your retirement dreams. They dive deep into practical strategies—protecting against inflation, managing healthcare costs, optimizing insurance, stress-testing your plan, and building a retirement lifestyle that’s both realistic and rewarding. You’ll learn how ...
The 5 Most Costly Financial Mistakes DIY Investors Make, Ep. 326
Capitalist Investor
28 minutes
4 months ago
The 5 Most Costly Financial Mistakes DIY Investors Make, Ep. 326
On this episode of The Capitalist Investor, Tony and Derek break down the 5 most common financial mistakes they see from DIY investors—and why avoiding professional guidance can cost you big time in the long run. From waiting too long to save, to misusing your 401(k), to failing to plan for taxes and estate issues, they walk through how each mistake impacts retirement. They also share real-world case studies, client stories, and practical strategies to help you avoid these traps. Whether you...
Capitalist Investor
If you’re in your 50s and wondering how to retire within the next decade, this episode is for you. Tony and Derek pick up where last week’s discussion left off, revealing the final five tips to strengthen your financial plan and protect your retirement dreams. They dive deep into practical strategies—protecting against inflation, managing healthcare costs, optimizing insurance, stress-testing your plan, and building a retirement lifestyle that’s both realistic and rewarding. You’ll learn how ...
