5 Financial Mistakes to Avoid in Your 60s

Financial mistakes can happen at any age, but they can have a particularly significant impact in your 60s. This episode offers five common financial blunders to avoid during this pivotal decade. As you approach retirement, it's essential to navigate these pitfalls to secure your financial future.

We’ll be discussing the importance of retirement planning, managing healthcare costs, protecting your assets, understanding longevity, and the necessity of having an estate plan. All of these items are part of our planning process at Black Oak Asset Management and we want to make sure they’re a priority for you as well.

Here’s what we discuss in this episode:

0:00 – Intro

1:44 – Retirement planning

3:26 – Healthcare costs

6:47 – Protecting assets

8:08 – Longevity

9:43 – Estate planning

 

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