Today I’m sharing three (3) big retirement planning mistakes and how to avoid them.

Actually, that’s not true…

I was inspired to add a fourth retirement mistake at the last minute after a recent client meeting.

So be sure to stick around to the very end. 😉

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How to Listen to Today’s Episode

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Episode Resources:

• The Cost of Umbrella Insurance [Wallethub]
• The 7 Most Important Types of Insurance [Define Financial]
• When to File Form 8606 [Investopedia]
• What if You Fail to File Form 8606 [Willis Johnson & Associates]
• Backdoor Roth Contributions and the Pro-Rata Rule [ThinkAdvisor]
• The Pro-Rata Rule Explained [Ed Slott]
• The Tail End [Tim Urban]
• Stay Wealthy Roth Conversion Series:
  • Roth Conversions Part 1: What, How, and Why
  • Roth Conversions Part 2: A Five-Step Process to Determine if a Roth Conversion Makes Sense for You

Episode Transcript

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