Episode 113: The Biggest Retirement Planning Mistakes Seniors Make (And How to Avoid Them)

Host Matt Helton welcomes Benjamin Batiste to discuss common retirement planning mistakes and how seniors can better prepare. He also shares how his upbringing and military service shaped his education-first approach.

🔑 IN THIS EPISODE:

✅ Why retirement calls for a new financial mindset

✅ How rushed decisions and lack of planning can erode savings

✅ Why financial education should come before investments

✅ How advisors, CPAs, and estate attorneys can coordinate

✅ Why personalized plans matter for retirees and families

📞 CONNECT WITH BENJAMIN BATISTE

Crestmark Wealth Group

Phone: (720) 505-4785

Email: bbatiste@crestmarkwealth.com

Website: https://www.crestmarkwealth.com/