Retiring Is Easy, Staying Retired Is Difficult.

We Specialize In Keeping You Retired.

Your Behavior and Why it Matters to Your Money

If you are beginning to prepare for retirement, or you recently retired and you are trying to sort out all the different options you have, you might be feeling a little overwhelmed! After all, making smart financial decisions is pretty hard!
Not only do you have to determine who is the best advisory firm to hire, but then you have to sort through all the recommendations made – and there are HUGE behavioral mistakes that most of us make every day.
On today’s show, we identify several common behavioral mistakes that people often make – and how to avoid them.

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Delightfully professional, persistent, and really absolutely excellent communication .