Craig Wear, a CFP with nearly 40 years of experience, breaks down three major mistakes people make managing IRAs in retirement. He's seen these errors across thousands of clients and shows you how to avoid them.
So if you're almost retired or you're already drawing from your ira, avoiding these three mistakes I'm going to go through over the next three series really becomes even more critical. Please remember our role is to educate, to analyze and to provide evaluation. We do not manage investment portfolios, we don't sell investment or insurance products. So I try to just give you a purely educational look behind the curtain to help you protect your retirement. I want to share the three big risks for you in a short three part series. So you can kind of consume them in small bite sized pieces and pick them up whenever you want to pick them up. I've had almost 40 years of offering advice to people managing investments, watching people, how they make decisions, sitting in on conferences, reading all this stuff, and it doesn't make me any better than anybody else. I just have seen a lot and I've seen what works over and over. My sample set are thousands of people as opposed to just my own investments and some friends or something like that. I also know when it's time to consider changing advisors and we're not going to get into that in these videos.
