Ever wish you could foresee financial missteps before they happen? While we can’t predict the future, we can lean on more than 20 years of experience to help you avoid the mistakes we’ve seen other people make.

On this episode:

On today’s episode explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you. We’ll cover some important planning areas so whether you’re near retirement or already enjoying the next phase of life, this show will provide valuable financial insight.

Here’s some of what you’ll learn today:

• Why you need to have a plan for your IRA withdrawals because taking money out early can be costly.
• Don’t chase a lifestyle as your income increases instead of building your savings.
• How to evaluate college tuition costs and figure out the best return on investment.
• How costly it can be to retire early if you haven’t planned it out.
• Have you looked into the Roth investment options?