In this video, we dive into the top 5 mistakes that can sabotage your retirement dreams—and how you can avoid them. Having worked with countless clients over the years, we've seen people make these same missteps time and time again. If you're not careful, these retirement "killers" can have a lasting impact on your financial future.
Matthew Copley throughout his career with various financial institutions has specialized in helping retirees and pre-retirees plan for and navigate their retirement. He believes you would be hard pressed to find a financial advisor in the greater San Diego area that is more passionate about maximizing retirement income while reducing taxes.
He is a financial advisor that enjoys helping people and it shows in the fact that he has conducted hundreds of educational workshops over the years. These workshops cover various retirement planning topics including “How To Maximize Social Security Benefits”, and “Understanding the Different Types of Annuities”, just to name a few. He loves to help people with their finances.
