“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor Roosevelt… Ever wish you could foresee financial missteps before they happen? In today’s episode explore some real-life stories of regret and arm yourself with the essential dos and don'ts to ensure your money works for you, not against you.

We kick things off by discussing the drawbacks of early IRA withdrawals before talking about how important it is to keep lifestyle creep in check in your peak earning years. We’ll also discuss the potential impact of overspending on tuition for your children, the risks that come with retiring early without proper planning, optimizing your Social Security benefits, and more. Tune into this informative conversation and avoid financial regrets!

 

Here’s some of what we discuss in this episode:

Avoiding premature IRA withdrawals Keeping “lifestyle creep” in check + avoiding overspending in your peak earning years Having a plan for the increasing costs of education + spending too much on helping your kids The pitfalls of retiring too early without a proper plan Taking Social Security too early Ignoring opportunities for Roth IRAs

 

Contact:

Website: http://bradshawfp.com 

Email: [email protected]

Call: 704-216-2260