Many investors fall into recognizable patterns—behaviors that can create challenges during retirement. Whether it’s reacting too quickly to market swings, holding onto the wrong investments, or waiting for the perfect moment that never comes, these habits can affect your long-term retirement goals.In this episode, you’ll meet four common investor types: the panic seller, the sideliner, the clinger, and the looky-loo. Each one reflects a different emotional approach to investing, but there are also strategies to counter these tendencies. From dollar-cost averaging and diversification to tax loss harvesting, you’ll learn ways to turn uncertainty into opportunity.

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Loren Merkle

CFP®, RICP®, Certified Financial Fiduciary®

https://merkleretirementplanning.com/staff-members/loren-merkle/

Chawn Honkomp

CFP®, RICP®, Certified Financial Fiduciary®, CPA®

https://merkleretirementplanning.com/staff-members/chawn-honkomp/

Molly Nelson

Host of Retiring Today with Loren Merkle

https://merkleretirementplanning.com/staff-members/molly-nelson/

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