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4-23-24 Five Financial Mistakes to Avoid If You’re Retiring within Five Years

Market Commentary: Are there more declines to come? What is the path forward for 5% Bonds? PCE and more earnings reports coming; How to crossover from accumulation to de-cumulation; topic teases: Keeping more of your inheritance; how to increase your inheritance. How to manage funds qwith legacy intent in mind. The important of financial planning before retirement; what is the rate of return you need? The importance of budgeting; financial mistakes you should avoid within five years of retirement; dealing with the rule changes. Dealing with and planning for Social Security. What is the income threshold for converting from pre-tax to Roth IRA?

3:13 - Market Commentary: Are the more declines to come?
14:30 - How to Manage Funds with Legacy Intent in Mind
30:20 - Five Financial Mistakes You Should Avoid Before Retirement
44:38 - Dealing with & Planning for Social Security

Hosted by RIA Advisors Senior Financial Advisors, Danny Ratliff, CFP, & Jonathan Penn, CFP
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"Economic Warning From The NFIB"
https://realinvestmentadvice.com/economic-warning-from-the-nfib/
"Fed Chair Jerome Powell Suggests “Higher For Longer”
https://realinvestmentadvice.com/newsletter/
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The latest installment of our new feature, Before the Bell, "We Are Not Likely Done with Correction" is here:
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Our previous show is here: "We Are Likely Not Done with Correction"
&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=55s
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Register for our next Candid Coffee:
https://streamyard.com/watch/qbNmkhUtAemn
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Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
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SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow
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Visit our Site: https://www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
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Lance Roberts
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
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