Ep 16: How To Have Those Awkward Financial Conversations

Phil's Tax Hacks

English - November 14, 2019 09:00 - 22 minutes - 31.2 MB - ★★★★★ - 4 ratings
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Previous Episode: Ep #15: Retirement Constants That Will Affect Everyone

Next Episode: Ep #17: 5 Ways We Sabotage Our Own Retirement

Your financial plan is more than just the numbers. Having these sometimes awkward conversations now could save you a lot of trouble later on and provide clarity in a tough situation.

Show Notes: https://philstaxhacks.com/podcast/ep-16-how-to-have-those-awkward-financial-conversations/

Today's Rundown:

1:36 - Quote: “Time is more valuable than money. You can get more money, but you can’t get more time.” - Jim Rohn

4:58 - How do you handle the financial plan when the first spouse passes away?

7:50 - What will you do if someone needs long-term care?

11:01 - What if you have to work longer than you wanted to?

15:12 - What kind of legacy do you want to leave (and do you agree)?

18:42 - What do you do if you feel like you’ve got the wrong financial advisor?