Ep 12: Secret to Retirement Success – Get Out of Your Own Way

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We usually talk about the things that people need to do to have financial success, but often times retirement is more about what you didn’t do. Let’s face it, we’re all human and mistakes are part of life, but we have to be aware of where the pitfalls often are.

We usually talk about the things that people need to do to have financial success, but often times retirement is more about what you didn’t do. Let’s face it, we’re all human and mistakes are part of life, but we have to be aware of where the pitfalls often are.

Today we’ll explore the common ways that people make mistakes with their money and help explain what you can do to avoid these missteps.

 

What We Discuss Today: 

2:32 – Fear and greed driving decisions

3:59 – Loss aversion bias

6:37 – Making investment choices just to save on taxes

8:14 – Sitting in cash for too long

11:00 – Overthinking every decision

13:15 – Blindly following financial advice

15:24 – Helping our clients

 

Quotable Moment: 

“When you’re fearful is really the worst time to make certain decisions. What you need to do is go back and look at your plan and look at your time horizon.” – Spiros Vassilakos

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SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

SPIROS VASSILAKOS

For more than 20 years, Spiros has helped families and individuals, corporate executives, physicians and small business owners locally and nationally, pursue their financial goals with thoughtful, tax-sensitive investment guidance. 

Spiros is focused on helping you pursue your greatest objectives with simplicity, transparency and a disciplined process to measure your progress. His guidance is tailored to support your current lifestyle, retirement income needs and legacy goals, while making you feel comfortable at every step of the way. His passion is fueled by knowing he has made a positive difference in the lives of the families and organizations he serves.

MORE WAYS TO CONTACT...

(727) 754-8418

AthenianPCG@Cambridgesecure.com