Managing Your Financial Future with Lucia Capital Group
Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your financial life. Securities offered through LPL Financial, member FINRA/SIPC.
Managing Your Financial Future with Lucia Capital Group
What Retirees Wish They Had Done Differently
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When people look back on their retirement years, what do they wish they had done differently? It turns out the biggest regrets aren’t about picking the wrong stock or missing out on an investment. They’re much more fundamental, and much more common.
In this episode, podcast host Johnny Dean and Rick “The Professor” Plum, CFP®, dig into the five regrets retirees consistently report in major national surveys. Why do certain themes show up again and again? Where do people feel they missed opportunities, or didn't understand the long-term consequences of their decisions?
You can't undo the past, but you can still shape what happens next. Hearing what others wished they'd done better may help you avoid the same frustrations. What can you learn from those who’ve already been there? Find out on this week’s episode of Managing Your Financial Future!