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The Top 15 Reasons Why People Run Out of Money in Retirement

THE TOP 15 REASONS WHY PEOPLE RUN OUT OF MONEY IN RETIREMENT

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 14, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

Retirees are running out of money at an alarming rate.  Much of this dilemma is caused by mistakes retirees make in early retirement years without understanding the long-term financial impact of those decisions.

In this webinar, attendees will learn the top 15 mistakes retirees are making that impact their financial stability in retirement and what can be done to avoid these same mistakes. Nobody wants to start retirement with enough money to retire and then run out of money during retirement due to poor decisions.

Learning Objectives:


  • Define why so many retirees are running out of money in retirement 

  • Identify some of the strategies to maximize your money in retirement 

  • Recall how good decisions with Social Security and Medicare can improve your retirement 

  • Determine the impact of shock and aspirational expenses on your retirement

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Dave Hall is a CPA, public speaker, webinar presenter, podcaster, retirement risk advisor, and all-around good guy. After graduating with his master’s degree in accounting from Southern Utah University, Dave moved to Las Vegas expecting to die there as a tax accountant. It was going great until he realized he had a greater passion for helping people get safely through retirement than he did for helping them get safely away from the IRS.

To follow his dreams, Dave left his role as managing partner of the accounting firm that he helped build into one of the largest in the history of Las Vegas. Eventually, he moved to Puerto Rico where he began piecing together what would allow him to share his knowledge on what it takes to get to a tax-free and risk-free retirement with thousands of people, just like you.

Dave now lives in Tennessee and spends most of his time educating CPAs and EAs on various retirement topics.


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About Our Presenter

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Retirement Risk Advisors is a retirement education company that is quickly becoming a top brand in the industry. Dave Hall, CPA started the company in 2019, with one course. Since that time, the company has continued to expand their offerings to include multiple courses, a podcast, weekly live events, and a risk-free retirement club. If you are looking for high quality, up-to-date, retirement education and planning you have come to the right place.