In this episode, Host and CERTIFIED FINANCIAL PLANNER™ professional Joe Allaria is joined by Co-Host Jay Waters, Wealth Advisor with CarsonAllaria Wealth Management, to discuss our Top 10 Retirement Myths that seem to be widely accepted amongst those in or near retirement. In Part 2 of this two-part series, we cover the final five myths, including:
Final 5 of the Top 10 Retirement Myths
1. Long-term care is covered by Medicare.
2. You can count on historical returns to repeat during retirement.
3. You will only live to age 80-85.
4. You need an annuity if you’re retired.
5. Retirement planning is all about money.
Resources Mentioned in the Show
Living Too Long is a Risk (CBSNews article on life expectancy)
https://www.cbsnews.com/news/living-too-long-is-a-risk/
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Disclaimer: All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of CarsonAllaria Wealth Management, a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.
Invest Wiser & Retire Better!
