There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. On this episode, we’ll explain why these decisions are so important and can’t be undone.
Contact:
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/
Show Notes:0:35 - Main Topic: Irreversible Financial Decisions
1:29 - Social Security
4:30 - Spousal Benefits For A Pension
6:01 - Getting Life Insurance
8:59 - Choosing A Retirement Date
10:57 - Mailbag: Grace Asks About Keeping Finances Separate In A Marriage
14:06 - Upcoming Webinar
Cracking Open The Financial Dictionary
Traditional IRA Vs. Roth IRA
How To Avoid Critical Retirement Planning Mistakes
Are You Paying Attention To Your Biggest Assets?
Life Events That Spark Major Changes
Coronavirus Update
Financial Truths
What's Bugging Charles?
Who Really Pays Income Taxes?
The SECURE Act Passed - Now What?
The Ins And Outs Of Mutual Funds
Your Financial Advisor Must Have These Traits
Top 5 Social Security Misunderstandings
Avoiding Critical Estate Planning Mistakes
It’s Good To Have Awkward Conversations
Retirement Constants That Affect Everyone
What Flying Teaches Us About Retirement
Even Responsible Savers Make Mistakes
Busting The Biggest Financial Myths
Why Are You Making Excuses For Sticking With The Wrong Advisor?
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