Name: Money Mistakes Retirees Are Making
Uploaded: 2023-10-26T15:59:00Z
Duration: 1 min 41 s
Description: Fidelity's President of Personal Investing Joanna Rotenberg says women need $165,000 on average for health care expenses during retirement but they anticipate needing much less.

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Fidelity's President of Personal Investing Joanna Rotenberg says women need $165,000 on average for health care expenses during retirement but they anticipate needing much less.

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Money Mistakes Retirees Are Making

So for old or for retirees, are they any money mistakes that you see them when they're tapping their portfolios?

Yeah, there's a few things that I would say. Not sticking with the plan is probably one of the most common issues that we see because people, whether you're investing for yourself or whether you're sitting down with an advisor, thinking about not just average returns but really thinking about how will you feel if the market has a drawdown, is a big moment. And as I mentioned before, Mary, on average markets drop every six years. And when they do, typically the drop can be over 30%. When you're staring at your portfolio, that can incite panic in that moment, right? And so I would say thinking about your plan, thinking about how you're gonna feel if and when a market event happens because it will happen. But I would say if you've thought through that and the money, you're not going to touch the principle for a while, really sit on your hands and try to stick with it because you know, as we said with market timing before, typically that is something that really can get to you. I think spending is another area we've touched a little bit less on today but really understanding your spending habits too. Some of the misconceptions people can have through time is how much money they actually need at retirement. I've already mentioned healthcare when I say, for women, $165,000. On average, we see women assuming something much lesser than that. And so really thinking about as you're going to fund, it's not just your lifestyle. It's also that healthcare expense and how do you think about that as you're getting into those pre-retirement years and making sure that you're spending in accordance with that.

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