Ep 40: Critical Retirement Planning Mistakes

Phil's Tax Hacks

English - June 04, 2020 08:00 - 20 minutes - 28.3 MB - ★★★★★ - 4 ratings
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Previous Episode: Ep 39: Financial Terms You Should Know During A Pandemic

Next Episode: Ep 41: Should You Follow Dave Ramsey’s Advice?

What are some of the big critical mistakes that people are prone to make when retirement planning? How can you avoid them? Find out on today’s episode.

Read more and get additional resources here: https://philstaxhacks.com/podcast/ep-40-critical-retirement-planning-mistakes/

Today's show schedule:

0:54 - What’s available in stores and what’s hard to find these days?

4:41 - Are bonds a safe investment?

7:06 - Has there been a shift in bonds due to coronavirus lately?

8:39 - Long-term care needs to be discussed.

12:18 - Don’t get caught thinking one particular tool is always bad.

14:01 - Having individual pieces and financial products does not equal a financial plan.

17:35 - Mailbag: Can you earn income while claiming Social Security benefits?