Friday Jan 17, 2025

Episode 37 | Top Financial Regrets of Older Retirees

🤝 Welcome to Episode 37 of Living Richly with Curo!

 

In this episode, hosts Anne McCabe and Atricia Roberts dive into a crucial topic: the top five financial regrets of older American retirees. 💼

 

📚 Drawing from interviews, research studies, and their own experiences managing retirement portfolios, they aim to educate, inspire, and empower listeners to avoid common pitfalls.  

 

📝 Topics discussed include the importance of saving adequately for retirement, the downside of not enjoying your wealth, the benefits of working longer, when to claim Social Security, and the necessity of contingency planning. 

 

‼️ The hosts emphasize the value of learning from past mistakes to create a more secure financial future. Don’t miss their insights and practical tips!

 

Check out Episode 26: 🎙️ Women & Investing | Living Richly with Curo

 

Live richly!

 

✉️ Send your questions to podcast@curoprivatewealth.com, and if we use your question you will receive a $10 Amazon gift card!

 

 

⏰ Episode Timestamps:

 

00:00 Introduction and Welcome

01:20 A-Team Catch Up: Word of the Year

05:16 Top Financial Regrets of Retirees

06:54 Regret #1: Not Saving Enough

10:18 Regret #2: Not Spending Enough

14:55 Regret #3: Not Working Longer

17:14 Regret #4: Claiming Social Security Too Early

22:04 Regret #5: Lack of Contingency Planning

26:51 Closing Thoughts and Farewell 



#LivingRichly #Podcast #CuroPrivateWealth #WomenInFinance #Retirement #SocialSecurity

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