Five Big Financial Mistakes We See in the First Five Years of Retirement

Join us in person for a fun and eye-opening session where we dive into the top financial slip-ups folks make early in retirement.

Retirement is different than saving for retirement—and the first few years can set the tone for everything that follows. In this session, Mitch Greene walks through five of the most common (and costly) mistakes retirees make early on: spending too little, claiming Social Security without a coordinated plan, misunderstanding how retirement income is taxed, taking the wrong amount of investment risk, and letting headlines drive decisions. You’ll leave with simple rules-of-thumb and a clear checklist of next steps to help you feel confident about your plan.