Are you worried you’re missing some red flags in your financial plan? Let’s talk through what you need to know and where you should better prepare.
Read more and get additional financial resources here: https://philstaxhacks.com/podcast/ep-101-red-flags-in-your-financial-plan/
Watch the video podcast: https://youtu.be/-8SUd_vExGo
What we discuss on this episode:
0:27 - Marc has a new studio set-up!
1:05 - How is Phil?
1:32 - What red flags should you look for?
2:05 - Can you name all the investments in your portfolio?
3:51 - How often should you talk with your advisor?
7:48 - Are your accounts going up and down?
9:40 - How much do you need to maintain your lifestyle?
12:14 - Could you describe your financial plan?
The Rise of Retiree Healthcare Costs
Steering Clear of Retirement Stress
Is Retiring at 65 Crazy?
Tax Mistakes to AVOID in 2024 (Part 2)
Tax Mistakes to AVOID in 2024 (Part 1)
Finance Fortress: Practical Strategies for Retirees Against Scams & Fraud
Understanding Annuities: The Good, Bad & Ugly
The Retiree Dilemma: To Sell Or To Rent?
Retirement Planning Fear, Procrastination, and Indecision
Retirement Planning Is Harder Than It Used To Be (Part 2)
Retirement Planning Is Harder Than It Used To Be (Part 1)
Mailbag: Adjusting to Retirement, Company Stock & More
Will The Economy Boom Or Bust In 2024?
Are Your Good Money Habits Holding You Back? (Part 2)
Are Your Good Money Habits Holding You Back? (Part 1)
The U.S. Retirement System On The Global Stage
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
Santa’s Naughty or Nice Investment Guide
Questions You Must Ask Your Financial Advisor
Strategic Planning for Retiree Healthcare
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