If you’re heading out on a road trip this summer, there’s a long checklist of items that you want to be sure you haven’t forgotten. And in retirement planning, some of those exact same items need to be addressed. Let’s look at some of the items that should appear on both your road trip checklist and your retirement planning checklist… We'll also answer a listener question about retiring early.
Ep 50: State Of The (Financial) Union
Ep 49: John's Bedrock Financial Principles
Ep 48: Alternative Investments - What To Know
Ep 47: The Non-Financial Plan
Ep 46: Where All My Financial Knowledge Comes From
Ep 45: Estate Planning And Prop 19 Analysis With Attorney Dan Weiner
Ep 44: Things Nobody Says And What We Can Learn From Them
Ep 43: What Drives Your Financial Advisor Crazy?
Ep 42: The Customer Isn't Always Right
Ep 41: Dedicated To Sean - What Retirees Should Know About Wills & Trusts
Ep 40: Addressing Specific Retirement Concerns Of Baby Boomers
Ep 39: Mortgages - 15 vs. 30 Year, Paying It Off Sooner, HELOCs & More
Ep 38: Financial Issues Particularly Challening For Women
Ep 37: Taking Advantage Of Low Interest Rates
Ep 36: Are You Making Classic Pre-Retiree Mistakes?
Ep 35: The 5 Pillars Of A Holistic Retirement Plan
Ep 34: What Mark Twain Can Teach Us About Money
Ep 33: Annuities - Understanding The Controversial Financial Products
Ep 32: How You Can Avoid Critical Retirement Planning Mistakes
Ep 31: Turn Lemons Into Lemonade - 8 Steps To Take During A Down Market
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