CLC Financial Services LLC

Retirees Have A Serious Financial Temptation Problem

November 21, 2024

Retirees face serious financial temptations that can jeopardize their future, but there are smart ways to avoid them. In this episode, we’ll reveal the most dangerous temptations the average retiree faces and share strategies to help you avoid them, or correct your current course, to keep retirement on track.

Things like carrying too much debt, deferring taxes, or starting Social Security at age 62 are all things that can be tempting to some folks as they get near their retirement. Desmond will break down the temptations that can creep into retirement and explain strategies to help you avoid getting caught up in things that can derail your hard work.


Here’s some of what we cover in this episode:

0:00 – Intro

1:46 – Carrying too much debt

5:26 – The challenges with changing the spending mindset

10:13 – Deferring taxes

14:36 – Starting Social Security at 62



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