It’s important to eventually get a comprehensive financial plan for yourself, but sometimes even just a few minor adjustments in your portfolio can make a big difference. Let’s discuss a few easy places to start.
Show Notes & Info:
Schedule A Call With Scott: talkwithscott.net
Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/
Counterintuitive Advice: Why You Should NOT Invest In A 401(k)
Mastering Retirement Cash Flow (Part 1): Understanding Changing Expenses
Retiring With Honors: Financial Planning Lessons From The Classroom
Trust The Experts? Breaking Down Commentary Surrounding The String Of 2023 Bank Collapses
Crash Course: The Psychology of Investing in the Wake of Historic Market Crashes
A Comprehensive Dismantling Of 2023’s Top Social Security Myths
Fore Your Retirement: What Golf Teaches Us About Financial Planning
Retirement Expenses For Which You Forgot To Plan
Top Ten Tax Questions For Retirees In 2023
Four Ways The SECURE Act 2.0 Might Impact You
Rookie Mistakes Even Experienced Investors Make
2023 Edition: 10 Point Checklist For Retirement Preparedness
The Top 5 401(k) Mistakes You Need To Avoid
The Financial Therapist: When It’s OK If A Visit To Your Advisor Feels Like Counseling
Is There Greener Grass On The Other Side?
Making Smart Decisions During Major Life Events
Most Common Retirement Planning Questions About Taxes
The Money Gridiron: What Football Teaches Us About Retirement Planning
Getting It Right: Irreversible Financial Decisions
How Money Ads Catch Your Attention
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