Ep 80: Are You Flirtin’ with Financial Disaster?

Phil's Tax Hacks

English - April 01, 2021 09:00 - 18 minutes - 16.9 MB - ★★★★★ - 4 ratings
Investing Business News Business News Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Ep 79: When Crisis Meets Opportunity

Next Episode: Ep 81: What Can We Learn From Will Rogers?

How do you know if you’re flirting with financial disaster? On today’s episode of the podcast, Phil goes over four big areas where things can really go awry if they are not properly handled when it comes to your finances.

Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-80-are-you-flirtin-with-financial-disaster/

Watch the video podcast: https://youtu.be/0oH7x8MSQqY

What we discuss on this episode:

1:28 - Outdated legal documents.

5:14 - Incorrect beneficiary designations.

9:14 - The tax time bomb.

13:09 - Sticking with the classic 60/40 portfolio, even if it’s not a good fit.