What we’re showing
This graphic lists the top 10 retirement planning mistakes, based on a survey of 2,700 financial professionals from across 16 countries.
Key takeaway
Time-related issues, such as the impact of inflation and lifespan, are the most common mistakes seen by financial professionals.
Mistake | % |
---|---|
Underestimating the impact of inflation | 49 |
Underestimating how long you will live | 46 |
Overestimating investment income | 42 |
Investing too conservatively | 41 |
Setting unrealistic return expectations | 40 |
Forgetting healthcare costs | 39 |
Failing to understand income sources | 35 |
Relying too heavily on public benefits | 33 |
Underestimating real estate costs | 23 |
Investing too aggressively | 21 |
Based on the 2022 Natixis Global Survey of Financial Professionals. 2,700 respondents across 16 countries were surveyed between March and April 2022.
https://www.im.natixis.com/sg/research/2022-global-retirement-index