Are you worried about making a mistake with your retirement dollars? Most people are. Moving from “paycheck” mode to “retired” is a stressful thing, and it should be. You are moving from one phase of your financial life to the next. And with it comes a slew of changes to your life and how you should handle your money. For example, have you thought about how your health care might change? Or how about what you might do with your Social Security benefit decision? You need to make sure that you don’t “whiff” on some of the hard-financial decisions that you could need to make when it comes to retiring. In this episode, we’re going to cover 3 big mistakes we see people make when they retire. Of course, there are more than 3 items we could cover. However, for now, let’s focus on three big ones, and what you can do to avoid a major blunder.

The Retirement Ready radio show is featured every Saturday on WTMJ 620 AM at 1:00 pm. We will bring you information on: Social Security options, retirement trends, options to retire with life changes and achieving a secure financial future. Listen live: www.wtmj.com/listen-live

Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no obligation to purchase any recommended insurance products. Advice and opinions expressed during Retirement Ready are solely that of the hosts or guests of Drake & Associates, LLC and not WTMJ Radio or Good Karma Brands Milwaukee, LLC.

Retirement Ready - 3 Big Mistakes

This is one of Tracey’s favorite value stock screens. (0:30) - Finding Strong Investments Using The PEG Ratio (5:40) - Tracey’s Top Stock Picks (18:20) - Episode Roundup: JD, OC, RCL, TM, PPC

Value Investors: Screen with the PEG Ratio

GenZ is starting to invest. What they are buying may surprise you. (0:45) - What Can We Learn From Generation Z Investing Trends? (5:40) - Stocks To Keep On Your Watchlist Right Now (37:00) - Episode Roundup: MSFT, NVDA, SG, RDDT, CEG, RIVN, HOOD

What Are GenZ’s Favorite Stocks?

This is The Retirement Ready Show hosted by Tony Drake, CPR® with Drake and Associates. Our goal is to educate you on the many topics of retirement and inform you how to create a successful Retirement Ready Roadmap. Thank you for joining us for another episode where we will make your Retirement Ready Roadmap simple. Schedule your complementary consultation today.
https://go.oncehub.com/scheduleacomplimentaryconsultation

Ep.118 - Federal Debt Crisis

Warren Buffett likes to buy companies that have moats. Where do you find them? (0:30) - Finding Strong Investments With A Competitive Edge In Their Industries (4:45) - Top Stock Picks With Moats: Tracey’s Watchlist (34:00) - Episode Roundup: AMZN, NFLX, NVDA, URI, HEES, SHW, CTAS, BA, VLO

How to Find Stocks with Moats

There are a bunch of S&amp;P 500 Index ETFs like the VOO and SPY. Which is the top one for investors? (1:30) - Can You Find Success In An ETF That Tracks The S&amp;P 500? (5:45) - SPDR Portfolio S&amp;P 500 ETF: SPLG (13:50) - Invesco s&amp;P 500 Equal Weight ETF: RSP (22:30) - BNY Mellon US Large Cap Core Equity ETF: BRLC (25:00) - Episode Roundup: VOO, IVV, SPY

What is the Best S&P 500 ETF to Buy?

Warren Buffett’s Berkshire Hathaway is now in the Top 7 stocks in the S&amp;P 500. Let’s give it its due. (1:00) - Can Value Investors Gain Exposure Into The Magnificent 7? (5:45) - Tracey’s Top Picks To Keep On Your Radar (26:00) - Episode Roundup: BRK.B, GOOGL, SHW, MAS, AWI Podcast@Zacks.com

Why Berkshire Hathaway Should Be in the Magnificent 7

Ep.119 - Looming Debt Crisis

Tesla shares have plunged as layoffs are announced and revenue is declining. Is this a buying opportunity or should you sell it? (1:00) - Does Tesla Fit Into Your Portfolio Right Now? (9:15) - Breaking Down Tesla’s Performance And Where It Could Be Heading (13:30) - What Impact Could A More Affordable Tesla Have On The Stock? (17:40) - Are Robotaxi’s The Thing of The Future or Is It Being Over Blown? (25:15) - Technical Breakdown of Tesla: Should You Be Buying? (30:00) - Will People Be Renting Out Their Tesla’s Using Turo? (35:10) - Episode Roundup: TSLA, UBER

Tesla: Buy More or Sell It Right Now?

These 5 stocks are Zacks Strong Buys and have the top Style Scores for value. What more could you want? (0:20) - Finding Zacks #1 Ranked Stocks That Are Still Value Stocks (4:45) - Tracey’s Top Stock Picks (21:00) - Episode Roundup: NOA, KBH, MHO, SUZ, JD Podcast@Zacks.com &nbsp;

The Best Dirt-Cheap Stocks to Buy Now

Proudly providing wealth management, retirement planning, asset protection  and estate planning. We bring you information on retirement trends, taxes, inflation, social security benefits and achieving a more secure financial future. The financial advisors of Drake & Associates are the voices of the Retirement Ready radio show.
https://go.oncehub.com/scheduleacomplimentaryconsultation

Retirement Ready - 3 Big Mistakes

The Retirement Ready Radio Show

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