Podcast: Retirement Planning - Advising Clients on Avoiding Common Missteps and Mistakes

In this podcast, Ted Sarenski, CPA/PFS addresses common missteps and mistakes that clients make in planning for retirement and how CPA financial planners can advise clients to mitigate these regardless of the stage of life their clients are currently in.

Topics include:
  • the impact of the savings rate, compounding, effective inflation, and delaying retirement date and collection of Social Security on total retirement savings,
  • importance of maximizing the employer match,
  • advantages of after-tax savings vs. before-tax,
  • planning for medical costs,
  • and more!