VIDEO

5 Costly Mistakes People Make Right Before Retiring

The years right before retirement are where costly mistakes often happen...the wrong financial move now could cost you hundreds of thousands over your lifetime.

In this video, Andrew Rafal, Founder of Bayntree Wealth Advisors, shares the five biggest retirement mistakes people make in the final stretch before retiring, and how to avoid them.

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Here’s what you’ll learn:

1️⃣ When (and when not) to claim Social Security for the biggest lifetime benefit

2️⃣ How to minimize taxes on your retirement income

3️⃣ Why taking on new debt before retirement can derail your plan

4️⃣ How to find the right investment balance between growth and safety

5️⃣ Why every retiree needs a spending plan before leaving work

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Personal Finance
Retirement Planning