September 5, 2023

7 Common Retirement Planning Mistakes (And How To Avoid Them) (Ep. 13)

Do you know what makes or breaks your retirement?

The assumptions and financial choices that might seem trivial at first, but have a significant impact later down the road!

In this episode, Jim Kruzan, CFP®, CRPC®, highlights 7 common retirement planning mistakes, drawing on decades of experience as a financial advisor. He also shares actionable ideas to avoid those mistakes.

Jim discusses:

  • How to budget for retirement without giving up the little joys in life
  • Why you should never underestimate healthcare costs
  • Considerations for pension planning, including age, health, and spousal benefits
  • The “set it and forget it” mentality that can potentially jeopardize your retirement
  • The importance of seeking professional financial guidance
  • And more


Connect with Jim Kruzan: 

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