Avoid These Retirement Savings Mistakes

Attention to accumulating wealth strategically is common. But the concept of distributing that wealth strategically? That’s less common. Buckingham’s Joe Goldberg weighs in on six retirement saving and spending traps to avoid.

 

 

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Joe Goldberg, AIF®, CRPS®

When he joined the firm in 2001, he was an intern and fact-checker. Within months Joe found a niche for himself, and today serves as Buckingham Strategic Wealth’s director of retirement plan services, helping businesses enhance their retirement plans by improving investment options, employee education and overall plan participation. Joe also serves as the firm’s director of business development, helping to enlighten investors on the benefits of Buckingham’s academic-based approach to investments and holistic view of wealth management. The unique role means that Joe spends his days serving both advisors and clients, and in a single day can help someone who has $10 million or $10,000 each find solutions appropriate to their circumstance.

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