Ep 5: Are You Flirting With Financial Disaster?
The Retirement Show: Your Life, Your Money with Scott Sierens
English - May 06, 2021 09:00 - 21 minutes - 20.2 MB - ★★★★★ - 3 ratingsInvesting Business Careers 401k chicago ira pension retire retirement elgin financialplanning healthcare illinois Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Ep 4: Three Money Mindsets – Which One Are You?
Next Episode: Ep 6: Three Traits of Money in Financial Planning
Let’s talk about some of the areas of your financial life where you might be flirting with disaster and don’t even know it. Disaster and retirement are not two words you want associated with each other.
Read more and get additional financial resources here: https://lifemoneyshow.com/podcast/ep-5-are-you-flirting-with-financial-disaster/393/
Key points:
4:00 – Out-of-date legal documents
7:23 – Incorrect beneficiary designations
9:55 – Tax time bomb
12:40 – Long-term care expenses
16:44 – 60/40 portfolio