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5 Retirement-Planning Pitfalls

Not having a plan at the outset, holding too much company stock, and being too generous with family can trip up retirees, says Baird's Tim Steffen.

5 Retirement-Planning Pitfalls

Christine Benz: Hi, I'm Christine Benz for Retirement planning can be complicated, and it's easy to make mistakes. Joining me to discuss some key retirement-planning pitfalls is Tim Steffen--he's director of financial planning for R.W. Baird. Tim, thank you so much for being here.

Tim Steffen: Thanks.

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