Five common pre-retirement mistakes that even the most successful people make — and how to avoid them.
You spend your entire career building wealth, but as retirement gets closer, even successful individuals make preventable mistakes that can derail their retirement plans.
In this video, you’ll learn:
✓ Why having no withdrawal strategy can cost you in taxes and timing
✓ The hidden risk of holding 30–50% of your wealth in one asset
✓ What sequence of returns risk means for your retirement timeline
✓ Why healthcare and long-term care planning can’t be ignored
✓ How retiring without a personal vision can lead to anxiety and aimlessness
This video is essential for wealthy individuals approaching retirement who want to avoid costly mistakes during this critical transition phase.
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???? About John Layug, CFP®, AEP®:
John is a Partner at Maller Wealth Advisors, where he helps successful individuals and families retire with clarity, confidence, and purpose through comprehensive financial planning and investment management.
