You Made It to Retirement… Now Don't Screw It Up!

06/11/2025 20 min
You Made It to Retirement… Now Don't Screw It Up!

Listen "You Made It to Retirement… Now Don't Screw It Up!"

Episode Synopsis

You've worked for decades, saved diligently, and finally reached retirement, now comes the hard part: not screwing it up. Craig and Jennifer share the most common post-retirement mistakes people make and explain why having a solid, flexible plan is far more important than a collection of accounts or hot stock tips. Once you've already won the race, don't jump back in. Here's some of what we discuss in this episode: 🏗️ Build a Strong Foundation: secure income before chasing returns 💡 New Opportunities: evaluating investments with clarity, not emotion 🧩 Comprehensive Planning: coordinating taxes, income, and estate goals 🔁 Adapting to Change: adjusting your plan as life evolves 💰 Tax Strategies: keeping more of what you've earned   Contact Maestro Wealth: Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/  Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin  Phone: 336-448-1086