If you’re someone who likes to procrastinate, especially when it comes to your finances, then this episode might be just what you need. We’re going to ask Craig and Jennifer about some planning items and find out whether it’s okay to put things off for later or whether they need our attention now.

 

Here’s some of what we discuss in this episode:

Why you may or may not want to defer taxes until a later date. Should we always make it a priority to pay off all of our debt? Estate planning documents are always best to take care of sooner than later. Times where you might want to take Social Security now and examples of when it’s best to wait.

 

Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/ 

Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin