10: Retirement Mishaps and Setbacks

Caleb and Riley are discussing common retirement mistakes and setbacks that they have seen clients make over the years. Caleb shares three stories from real people and their retirement situations, and what they could have done to better prepare themselves. 

Learn more about:

• Estate equalization and what to consider when dividing up your net worth among your beneficiares 
• How to properly vet a Financial Advisor before deciding to do business with them
• The dangers of retiring early without a plan

Memorable Quotes

• “I love talking about failures. They are life's way of showing us the biggest lessons that we need to learn, and sometimes we learn a lot of wisdom, patience, and humility from these life failures that happen to us”

• https://www.canada.ca/en/financial-consumer-agency/services/financial-toolkit/retirement-pensions/retirement-pensions-5/2.html
• https://info.securities-administrators.ca/disciplinedpersons.aspx
• https://info.securities-administrators.ca/nrsmobile/nrssearch.aspx

Hosted by Caleb Miller and Riley Anderson of InvestorDNA Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts