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Inflation, required minimum distributions, asset allocation, stock market declines, Social Security and Medicare, long-term care, and estate planning are important considerations when it comes to retirement planning, and it's all too easy to make mistakes. After 40-plus years of saving for retirement, the last thing you want to do is sabotage all your hard work once you retire! Learn from Joe Anderson, CFP® and Big Al Clopine, CPA key tips and tricks to avoid 12 big money mistakes that can sabotage your post-retirement plans. Download the Retirement Readiness Guide: https://purefinancial.com/white-paper...

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation.

Your Money, Your Wealth® TV S10 | E08
00:00 - Intro
03:32 - Unrealistic Expectations
06:40 - Retirement Readiness Guide - free download
07:11 - True/false: $100 in 2000 is equivalent in purchasing power to about $180 today
07:42 - Market Miscalculations
13:56 - Retirement Readiness Guide - free download
15:04 - True/false: If you claim Social Security at age 62 you will be automatically enrolled in Medicare
15:30 - Planning Missteps
19:29 - My husband and I recently retired with enough money to last until we pass, should we just get out of the stock market now? (Kristen, Tacoma, WA)
21:02 - Now that I'm retired, I have too much free time and I'm driving my wife crazy, any suggestions? (Jim, Solana Beach, CA)
22:10 - Pure Takeaway
22:32 - Retirement Readiness Guide - free download

IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
• Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
CFP® - The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation.
AIF® - Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation.
CPA – Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period.