Sound Investing The Biggest Financial Mistakes Retirees Make
Paul talks to retirees about the handful of decisions you can make that can either benefit you and your heirs or cost you millions. He covers:
· Ways to make or lose .5%
· The best combination of equity asset classes
· Fixed and flexible distribution strategies
· How to best analyze recommended strategies
· And other major decisions and topics, like: When to take Social Security? How much and when to spend savings? Spending taxable vs tax deferred vs. tax free? When to pass risk to others? When to get professional help? Elder abuse, and more.
This presentation was part of Financial Literacy Month 2022, co-sponsored by the Bainbridge Community Foundation and The Merriman Financial Education Foundation.
Links:
Slides show: https://paulmerriman.com/wp-content/uploads/2022/08/Bainbridge-Island-Final.pdf
Bainbridge Community Foundation: https://bainbridgecf.org/
Paul’s Website: https://paulmerriman.com/
Paul’s YouTube Channel: https://www.youtube.com/c/PaulMerrimanSoundInvesting/videos
Get your free copy of We’re Talking Millions! 12 Ways to Supercharge Your Retirement:
In 2020, Paul’s presentation, “My Favorite 12 Vanguard Funds for Retirees,” became one of the most-watched on his YouTube channel. https://www.youtube.com/watch?v=L1ltcfD9CpE&t=42s
You Can Support Financial Education!
Here are a few simple ways to support the financial education work of The Merriman Financial Education Foundation, a registered 501(c)3. In so doing you help better the lives of individuals, families and communities, creating more opportunities for all.
- Subscribe to our weekly “Sound Investing” podcast, available on your favorite listening platforms and leave a review. Tell us what you think!
- Subscribe to our YouTube Channel, and hit the thumbs up, subscribe, leave a comment and share the link with your social media and friends.
3. Use our M1 Finance affiliate link to set up a brokerage account and use our portfolio suggestions. If you fund your account with a minimum of $1,000, our foundation will receive a one-time affiliate fee —at no cost to you—which helps support our financial education projects.
- Follow us on Facebook, Twitter and LinkedIn
- Buy our latest books, We’re Talking Millions! 12 Simple Ways To Supercharge Your Retirement and 2 Funds for Life: A quest for simple & effective investing strategies; all the profits help support our work.
- Support our mission by making a tax-deductible donation to the Foundation.
Thank you!