Straight To The Point:

If financial planning was a simple process, we’d all cruise to retirement. The truth is it takes a lot of work and effort, but we could make things much easier if we actually followed some common sense strategies.

On this episode of the podcast, we’ll take a look at five statements that nearly everyone would agree with and explain why it’s so difficult for us to stick to them. Much of it has to do with our behaviors, but Chris will share what he sees from people and what we can do to improve our approach to planning.

Listen to the full episode using the audio player above or click on the timestamps below to skip to a particular topic.


2:39 – Buy Low and Sell High

5:03 – Don’t pay more in taxes than you have to

9:03 – Keep costs low

13:26 – Don’t put all of your eggs into one basket

16:09 – Market timing is virtually impossible


The host: Chris Patterson – EmailWebsite – Tax Free Retirement Toolkit – Call: 904-285-4489

The Toolkit:

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Many of our clients ask about annuities and whether they’re a good option to create income in retirement. If you’re in that same position, you’ll want to hear our detailed breakdown of this product, the pros and cons, and who would be a good fit for an annuity.