These mistakes fit into 4 categories. 1 was Investment, 1 Tax, 2 Estate, 2 Lifestyle.
Dave Zoller, CFP®

00:00 Dan's Story
01:16 ALL RETIREES Should Study This Graph
04:00 Dan's Big Mistakes
05:50 Mistake 2
07:33 Mistake 3
08:40 You're Wired Differently
09:23 Mistake 4
10:20 If You Have Real Estate
11:40 Mistake 5
12:09 Mistake 6

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Dan created a great company but it was now time to retire. He thought he checked all the boxes before the sales but he made a few mistakes.
2 are related to lifestyle, 1 is Investment, 1 is tax related, and 2 are legal related.
If you're over 50, make sure you watch minute 01:16 about Arthur C Brooks' Fluid Intelligence and Crystalized Intelligence from his book From Strength to Strength.
Dave Zoller, CFP®


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