Speaker Craig Wear, CFP® introduces a three-part YouTube series aimed at protecting retirees from common mistakes. He warns that in strong stock-market years emotions run high, hidden fees get overlooked, and performance-chasing can harm those near or in retirement. He positions the content as purely educational and disclaims that he does not manage client assets, contrasting his aims with industry marketing.
Look, in strong stock market years, emotions run high and hidden fees often go unnoticed. And there's a temptation to even chase performance that kind of creeps into your psyche. And if you're, like, almost retired or you're, or you're already drawing from your ira, you want to avoid these mistakes, because it can be very critical if you make one of those mistakes. And just to reiterate, I know a lot of videos that are done by people in our industry, my industry, are designed to convince you to move their money over. And they're just trying to run their business. And I appreciate respect that. We don't manage client assets. So what I'm trying to give you is purely an educational look kind of behind the curtain to help you protect your retirement. All right, so this is a three part series.
