Episode 37: Retirement Planning Mistakes to Avoid

One way to create a successful and fruitful retirement plan is to make smart investment decisions – and, more importantly, to avoid making common investment mistakes.

Retirement planning requires having a smart strategy on several fronts, including your investment plan. One way to achieve a successful and fruitful retirement is to make smart investment decisions – and more importantly, to avoid making common investment mistakes.

In this episode, Kathy shares the three most common investment mistakes and challenges you to review your investments to ensure your accounts are poised to preserve your assets and grow them for the future.

Don’t forget to visit https://flourishfinanciallychallenge.com to login and track your progress. Complete fifty challenges and you will receive a free hardcover copy of Kathy Longo’s book, Flourish Financially, as well as a customized Amazon Echo Dot. For more information about Kathy, her firm, and the great things they are doing for people like you, visit www.flourishwealthmanagement.com Don’t forget to leave a review on our Alexa skills and keep Flourishing!

Share This Post

Subscribe To Our Newsletter

The Importance of Designating Beneficiaries

When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.

Learn how money and mental health are connected and how awareness can support more intentional financial decisions.

Money and Mental Health: Understanding the Connection Between Emotions and Finances

When we talk about money, it’s easy to focus on the numbers — budgets, savings goals, investment accounts, and long-term plans. But if you pause...

Learn how women and wealth intersect, and how intentional financial planning can support confidence and independence.

Women and Wealth: Redefining Financial Independence with Confidence and Clarity

Conversations around women and wealth have shifted meaningfully over the past several decades. More women are participating in financial decision-making, building careers and businesses, managing...

Discover three women and money myths to leave behind and how financial planning can support confidence and clarity.

Three Money Myths Women Should Leave Behind for Good

Conversations about money are rarely just about numbers. They’re shaped by experience, upbringing, culture, and the messages we absorb over time. For many women, certain...

Learn how framing impacts financial outcomes and why perspective plays an important role in everyday money decisions.

The Power of Perspective: How Framing Impacts Financial Outcomes

The way we think about money often matters just as much as the numbers themselves. Financial decisions aren’t made in a vacuum; they’re shaped by...

Financial planning isn’t only about math. Learn how emotional intelligence and your finances work together to shape everyday decisions.

EQ + IQ = Wealth: How Emotional Intelligence Shapes Stronger Financial Choices

When people think about financial decision-making, they often focus on numbers – budgets, balances, and investment returns. While financial knowledge certainly plays a role, it’s...

Ever wonder why some money decisions feel harder than others? Building financial confidence often begins with mindset, not math.

The Psychology of Financial Confidence: Building Habits That Support Your Goals

When people talk about financial confidence, they often picture someone who has it “all figured out” — organized spreadsheets, clear goals, and decisive money moves....

Join Our Mailing List

Stay up to date on all things Flourish!