Cutting Corners in Retirement Planning
How Money Works
English - November 16, 2023 10:00 - 22 minutes - 20.9 MBInvesting Business News Business News cfp northcarolina retire winstonsalem finance financial financialplan greensboro maestrowealthadvisors money Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: What Does It Mean to Be Risk Averse?
Next Episode: Tax Consequences for Different Account Types
In this episode, Craig and Jennifer unpack the common pitfalls people encounter when cutting corners in retirement planning. From taking excessive investment risks to neglecting legal documents and estate planning, this episode sheds light on some crucial aspects of financial preparedness. Stay tuned to see why thorough, proactive planning and informed decision making are so important in the world of finance.
Here are some of the cut corners we discuss in today’s show:
Taking too much risk in investments Neglecting essential legal documents and estate planning Not planning for long-term care
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