In today’s episode, we’re going to focus on the three categories that many clients fall into when starting their retirement planning journey: The unsure, the confident, and the certain. Whether you have no idea if you can retire or if you’re positive that you have sufficient funds to retire, we’ll cover some critical areas of retirement planning that you need to pay attention to.
Here are some of the things we’ll address in this episode:
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Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts
Ep 57: Retirement Ready...or Not?
Ep 56: Financial Stuff You Should Know
Ep 55: Hindsight is 20/20 in Financial Planning
Ep 54: Do You Need a Trust?
Ep 53: This One is On The House
Ep 52: Are These Financial Rules Legit?
Ep 51: Simple Mistakes That Could Ruin Retirement
Ep 50: The Financial Risks to Living Longer
Ep 49: Building Your Financial House
Ep 48: Financial Planning Following the Loss of a Spouse
Ep 47: Classic Pre-Retiree Mistakes to Avoid
Ep 46: Survival Guide - Preparing for the Next Market Crash
Ep 45: Investing Like a Genius
Ep 44: Do You Say One Thing Then Do Another?
Ep 43: 4 Financial Pre-Retirement Milestones
Ep 42: Traditional IRA vs. Roth IRA
Ep 41: Should You Follow Dave Ramsey’s Advice?
Ep 40: Critical Retirement Planning Mistakes
Ep 39: Financial Terms You Should Know During A Pandemic
Ep 38: Playing the Financial Crossword Puzzle
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