Hey everyone, quick update before we start the show. My firm, Defined Financial, aims to take on about 10 to 12 new clients per year. So if you happen to be looking to hire a retirement and tax planning expert, I would be honored if you considered us.

To help you evaluate my firm and see exactly how we can help you, we are currently offering a free retirement assessment.

This free assessment includes an in-depth tax and investment analysis, and it provides answers to your big retirement

questions. Most of all, and the reason that we do this is to help you see how we think, our approach

to planning, our philosophy, the types of recommendations we make, and the value that we provide so you can

truly determine if we're the best fit to work together. As a reminder, we specialize in

retirement and tax planning for people over age 50 who have accumulated investments of $1 million

or more. So if that's you and you want to learn more about our free retirement assessment,

just head over to www.freeretirement assessment.com. That's free retirement assessment.com.

And if you're listening to this and you just don't feel like your situation matches our

expertise, no problem. Just shoot me a note and I'd be more than happy to help you find the right

professional. After all, you wouldn't see a cardiologist if you needed foot surgery. Okay, on to today's show. Welcome to the Stay Welfy podcast. I'm your host, Taylor Schulte, and today I'm sharing three big retirement planning mistakes and how to avoid them. Actually, that's not true. There's actually a bonus

fourth mistake that I added at the very last minute. It was just too important not to share. So be

sure to stick around to the very end. For all the links and resources mentioned today, just head over to

you stay wealthy.com forward slash 153.

I was backing out of the parking lot at work, and next thing I knew, my car was smoking,

and I was crawling out of the passenger window to safety.

That was part of a story being told to me recently by a friend.

In fact, that friend is very much connected to this show.

He's actually the talented musician behind the intro music and the acoustic guitar segue that you just heard that plays directly after the intro

to every episode. Long story short, he was in a bad car accident recently, but in addition to him

being okay, one of the positives of this accident was that it revealed a giant financial mistake

...