The Biggest Regrets of 80-90 Year Old Retirees
Taylor Demars, CFP®
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The Biggest Regrets of 80-90 Year Old Retirees
5 703 просмотра · 1 год назад
Taylor Demars, CFP®
28,2 тыс. подписчиков
5 703 просмотра · 1 год назад
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If you’re planning for retirement, learning from those who have already retired can save you from expensive mistakes and missed opportunities. In this video, I’ll go over a recent Wall Street Journal study, where retirees share their biggest regrets. Whether you’re nearing retirement or just starting to plan, knowing these lessons can help you retire with confidence.
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About: Demars Financial Group is a financial planning and investment management firm dedicated to helping retirees. Learn more about Demars Financial Group at www.DemarsFinancial.com
Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Demars Financial Group, LLC or its members cannot be held liable for any use or misuse of this content. Advisory services offered through Demars Financial Group LLC, a Registered Investment Advisor. Demars Financial Group is not affiliated with LPL Financial.
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00:40 Lesson 1 - Balancing Saving Money and Living Life
02:31 Lesson 2 - Longevity Planning
04:30 Lesson 3 - Roth IRA’s and Conversions
06:06 Lesson 4 - Preparing for Unforeseen Events
07:44 Lesson 5 - Seeking Professional Advice