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
Ep 157: Common Questions About Taxes in Retirement
Ep 156: What You Need to Know About Forced Retirement
Ep 155: Are Health Savings Accounts ‘Super Roths’?
Ep 154: The ABC’s of Bonds
Ep 153: Fine Print Fiasco
Ep 152: Can’t Get No Satisfaction… Or Can You?
Ep 151: How Money Ads Get Your Attention
Ep 150: Getting Your Financial Decisions Right the First Time
Ep 149: How Procrastination Dooms Your Financial Future
Ep 148: Going Against the Grain
Ep 147: A Deep Dive Into RMDs (Part 2)
Ep 146: A Deep Dive Into RMDs (Part 1)
Ep 145: A Tough Conversation – Retirement and Divorce
Ep 144: Retirement Pop Quiz – Can You Get an A+?
Ep 143: Mailbag - Rates of Return, TSP Investments, and More
Ep 142: Surviving a Bear Market - What Do the Experts Say?
Ep 141: The Enhance Your Retirement Now Act
Ep 140: Investor Beware: Advisor Red Flags
Ep 139: Are You a Risk Taker? Evaluating Your Risk Tolerance Level
Ep 138: Top 10 Financial Debates - Part 2
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