DIY Planning: Where It Works and Where It Can Go Wrong

DIY works great for fixing up the house or building a bookshelf, but does it hold up when you're planning your retirement? In this episode, Eric unpacks the pros and pitfalls of do-it-yourself financial planning, especially as you transition from the "saving" years to the "spending" years. It's one thing to manage your portfolio when you're working and have time to bounce back from a mistake. But once that paycheck stops, the financial game changes fast.

 

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

🛠️ Why DIY works during the accumulation phase

⚠️ The hidden risks of doing it alone in retirement

📉 How poor timing and emotion can wreck a solid plan

📊 What most DIYers miss when it comes to taxes

🎯 The importance of a Retirement Readiness Review

 

Get in touch with the Peterson Financial team: https://petersonfg.com/