Five Retirement Planning Mistakes That Cost You Thousands

Retirement regrets are common, but most can be avoided with the right plan. Inflation, taxes, healthcare costs, real estate, and family communication often trip up even savvy savers. This video covers the five biggest mistakes retirees look back on—and how you can sidestep them.

In this video, you’ll learn:

• Why “low risk” investments might shrink your buying power over time
• How ignoring withdrawal timing can raise your tax bill
• Costs of healthcare and long-term care that catch people off guard
• When your home or rental property hurts cash flow in retirement
• Why family talks and clear documents prevent future stress

Planning for retirement is more than picking investments. You need to balance risk, time your income, prepare for rising costs, and keep your loved ones in the loop. These steps protect both your lifestyle and your legacy.

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📞 Ready to protect your retirement income from sneaky tax traps? Schedule a Call with a Bayntree Financial Advisor today.

🎯 Are You on Track for Retirement? Get your free Retirement Readiness Checklist and find out.

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