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MARCH 31 | 12 PM ET • 45 MINS
5 Costly Mistakes When Retiring Before 65
Whether you're planning to retire within the next 5–10 years or have recently retired, this webinar will help you avoid costly financial mistakes early in retirement.
Register for the Webinar.
Can't attend live?
Register and we'll send you the recording.
Join us to learn:
How thoughtful tax and withdrawal planning may help you keep more of your retirement income
How early retirees can reduce out-of-pocket healthcare costs before Medicare begins
Why a “one-size-fits-all” investment strategy may not work as well for those retiring before 65
How spending decisions early in retirement can impact long-term financial sustainability
The key planning steps that can help you retire with greater confidence
Date & Time:
Tuesday, March 31, 2026
12:00 PM Eastern Time
Matthew Boersen, CFP®, CFA
MEET YOUR HOST
MATTHEW BOERSEN, CFP®, CFA
Managing Partner,
Matt works with individuals and families approaching retirement to help them navigate the financial decisions that come with this transition, from coordinating investments and tax strategy to creating sustainable retirement income.
As a fiduciary advisor, Matt and his team are legally obligated to act in their clients’ best interests. At Straight Path Wealth Management, the goal is to provide the level of thoughtful planning and expertise often reserved for large institutional investors to everyday families in West Michigan.
Matt regularly helps clients avoid common retirement planning mistakes and make informed decisions as they move from their working years into retirement.
PROFESSIONAL RECOGNITION
• CFP Board Leadership (2020-2024)
• AdvisorHub “Advisors to Watch” (2025)
• InvestmentNews “Hot List” (2023)
• InvestmentNews 40 Under 40 (2020)
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