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Show Notes
This week, Lee, John, and Eli discuss some of the latest market updates but also dive deeper into the most common retirees’ regrets. Some of the market updates include how tariffs could be impacting the economy, Jerome Powell’s decision to not lower rates, and generally how people seem to feel about the market - generally speaking, good!
The conversation pivots to a practical conversation about retirees’ regrets. Eli, John, and Lee have sat down with numerous clients over the years and have found these to be some of the biggest regrets:
-Not starting to save for retirement sooner
-Not meeting with a financial advisor sooner
-Not prioritizing health, to be able to enjoy retirement
-Not spending money or sharing it while you can
-Not knowing what to do during retirement
Are you preparing for retirement or are you retired? Is this helpful or can you relate to these regrets? Let us know your thoughts! Also, please comment or email us your questions. We hope to answer your questions and respond to your comments in an upcoming episode! But next week, we plan to tackle the One Big Beautiful Bill and the changes which could impact you.
Email us your questions at [email protected]