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Optimal Finance Daily - Financial Independence and Money Advice

2704: 7 Ways You May Be Leaving Money on the Table When You Retire by Kathleen Coxwell of New Retirement

Optimal Finance Daily - Financial Independence and Money Advice

Optimal Living Daily LLC

Investing, Self-improvement, Education, Business

4.51.3K Ratings

🗓️ 26 April 2024

⏱️ 12 minutes

🧾️ Download transcript

Summary

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2704: Kathleen Coxwell's guide "7 Ways You May Be Leaving Money on the Table When You Retire" offers essential strategies to ensure you're maximizing your retirement savings. Discover how to optimize your Social Security benefits, manage investments wisely, and avoid common pitfalls that can reduce your financial security in retirement. Read along with the original article(s) here: https://www.newretirement.com/retirement/leaving-money-on-the-table-when-you-retire/ Quotes to ponder: "Surprisingly though, many retirees and soon to be retirees overlook not just hundreds or even thousands of dollars, but hundreds of thousands in money that could be put toward retirement expenses." "By claiming Social Security at the earliest possible date, many people are leaving a substantial amount of money behind because the longer you wait, the greater the benefits become." "Your home is a valuable resource that really should be considered as part of your overall retirement plan." Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:59.0

This is Optimal Finance Daily daily episode 2704.

1:04.0

Seven ways you may be leaving money on the table when you retire.

1:08.0

By Kathleen Coxwell of new retirement.com.

1:11.0

And I'm your host and personal finance enthusiasts, Diana Meriam.

1:15.0

We're going to jump right into today's post as we optimize your life.

1:19.0

Seven ways you may be leaving money on the table when you retire, by Kathleen

1:27.1

Coxwell of new retirement.com. Are you leaving money on the table when you retire? The answer is likely a

1:34.8

resounding yes, whether you realize it or not. And that is too bad. You want and

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