5 Costly Investment Mistakes Pre-Retirees Must Avoid

As retirement approaches, the financial decisions you make now matter more than ever. In this episode, Mike Potter, CFP®, MBA, breaks down five of the most common—and costly—investment mistakes made by pre-retirees. From holding too much cash to poor tax diversification, each mistake could quietly erode your long-term financial security.

You’ll learn:
✅ Why too much “safety” can be dangerous
✅ The hidden risk of concentrated positions
✅ How to create flexibility with tax-diverse accounts
✅ The importance of planning for longevity
✅ Why market timing near retirement can backfire

Whether you’re 5 or 10 years out, this episode will help you finish well and retire with confidence

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Check out the Resources to Plan Your Christian Retirement:

https://www.PlanYourChristianRetirement.com

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Who am I ?

Mike Potter is a Christian Financial Advisor, who specializes in Retirement Planning for 50+ year old Christians.  Mike is a CERTIFIED FINANCIAL PLANNER® profession and owner of True Wealth Financial.

Mike has a standing policy that he’ll give anyone 30 minutes of his time, for no cost and with no obligation.  If you have any questions, please feel free to schedule a conversation at the link below.

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Email Mike: mike@truewealth.show

Work with Mike: https://www.truewealthfg.com