Weekly financial and retirement planning guidance with Mike Kojenen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota.
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Weekly financial and retirement planning guidance with Mike Kojenen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota.
Retirees face serious financial temptations that can jeopardize their future, but there are smart ways to avoid them. In this episode, we’ll reveal the most dangerous temptations the average retiree faces and share strategies to help you avoid them, or correct your current course, to keep retirement on track.
Here’s what we discuss in this episode:
0:00 - Intro
1:00 – Debt
3:45 – Missing out on a 401k match
5:09 – Deferring taxes
8:23 – Taking Social Security early
10:28 – Concluding thoughts
Text RETIRE to 21000 to Begin Building Your Retirement Reality Roadmap.
Learn more about Principal Preservation Services: https://principalpreservationservices.com
Schedule an Initial Meeting with Mike: https://calendly.com/ppservices/60-minute-initial-meeting
Watch Retirement Reality on Demand: https://bit.ly/40VIByr
Retirement Reality Podcast
Weekly financial and retirement planning guidance with Mike Kojenen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota.