On this episode, we'll be pointing out the most common areas people overlook when planning and provide actionable tips to ensure that your plan is as comprehensive as possible. The good news for anyone that feels they’ve overlooked any of these items is that they are all correctable by taking the time with an advisor to do some proper planning.
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
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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Financial Tweaks That Matter: Small Steps, Big Impact (Part 2)
Financial Tweaks That Matter: Small Steps, Big Impact (Part 1)
How To Successfully Climb The Retirement Mountain
End of Year Financial Planning For 2023
Money Mistake You’ll Regret And How To Avoid Them
Understanding Continuing Care Retirement Communities (CCRCS)
Retirement Planning’s “Hidden” Questions
Retirement Planning for High-Net-Worth Individuals
The Universal Truths in Retirement Planning (Part 2)
The Universal Truths in Retirement Planning (Part 1)
Navigating Finances After Losing a Spouse: Strategies & Mistakes to Avoid
Understanding RMDs: A Guide For Retirees & The Soon-to-Retire
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