(#71) What Would An Advisor Say About Retirees Regretting Not Investing Earlier?

Financial Advisors Say The Darndest Things by A.B. Ridgeway

Episode notes

Today we will be breaking down some of the ideas from a recent article from ThinkAdvisor:

In a recent survey, half of the retirees said that they would have changed their financial habits during their working years

But those who paid a professional to develop a financial plan were satisfied and felt the service was worth the expense.

Now listen to this, unexpected medical expenses, preventive health spending, inadequate retirement savings, and inflation led the list of reitree’s pre-retirement financial concerns.

Links mentioned in the podcast:

Full 21 page EBRI Survey

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